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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,212 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 383 increasing their positions, 477 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
17.63%
Holding in Top 10
188
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.53%
% of All Funds
2.73%
New
98
Increased
383
Reduced
477
Closed
52
Calls
$1.57M
Puts
$218K
Net Calls
+$1.35M
Net Calls Change
-$1.07M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.58B
2
US Bancorp
2
US Bancorp
Minnesota
$920M
3
KOC
3
Koss-Olinger Consulting
Florida
$206M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$126M
5
AT
5
American Trust
Kentucky
$81.4M

Top Sellers

1
CWM
1
Campbell Wealth Management
Virginia
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$431M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$64.3M
4
FMP
4
Financial Management Professionals
Texas
$180K
5
BHB
5
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSR
1001
Main Street Research
Connecticut
$245K -$17.3K -804 -7%
RF
1002
Robbins Farley
New Hampshire
$245K -$386 -18 -0.2%
IAA
1003
Independent Advisor Alliance
North Carolina
$243K -$63K -2,943 -21%
CCMG
1004
Clark Capital Management Group
Pennsylvania
$243K – – –
SWP
1005
Strategic Wealth Partners
Ohio
$240K – – –
RI
1006
Rinkey Investments
California
$240K +$240K +11,202 New
S
1007
Sunpointe
Missouri
$237K – – –
CCP
1008
Clarity Capital Partners
California
$235K -$41.1K -1,920 -15%
GBT
1009
Grove Bank & Trust
Florida
$235K – – –
SPG
1010
Strategic Planning Group
Utah
$234K +$234K +10,926 New
BIG
1011
Builder Investment Group
Georgia
$234K -$43.4K -2,025 -16%
DWA
1012
Divergent Wealth Advisors
Utah
$233K – – –
SAG
1013
Spotlight Asset Group
Illinois
$233K – – –
GWA
1014
Geometric Wealth Advisors
District of Columbia
$232K – – –
GWM
1015
Geneos Wealth Management
Colorado
$231K +$6.43K +300 +3%
BCA
1016
Bay Colony Advisors
Massachusetts
$229K – – –
DC
1017
Davenport & Co
Virginia
$229K +$3.34K +156 +1%
WHCFA
1018
William Howard & Co Financial Advisors
Tennessee
$229K – – –
PWMAG
1019
Pinnacle Wealth Management Advisory Group
New Jersey
$229K +$229K +10,689 New
HNB
1020
Huntington National Bank
Ohio
$228K -$200K – –
SAM
1021
SP Asset Management
California
$227K – – –
CA
1022
CapWealth Advisors
Tennessee
$226K – – –
AI
1023
Accredited Investors
Minnesota
$225K – – –
EFM
1024
Eley Financial Management
Vermont
$225K – – –
GWSA
1025
Global Wealth Strategies & Associates
Colorado
$224K – – –
39 40
41
42 43