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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,242 hedge funds and large institutions have $20.6B invested in Schwab US Large- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 469 increasing their positions, 450 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,242
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.96%
Holding in Top 10
189
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
2.73%
New
106
Increased
469
Reduced
450
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$426M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$398M
3
CWM
Campbell Wealth Management
Virginia
+$347M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$207M
5
SA
Scarborough Advisors
Maryland
+$107M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$9.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$73.5M
3
DB
Dravo Bay
Delaware
-$32.1M
4
TCM
Tradewinds Capital Management
Washington
-$28.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
1001
Bowman & Company
Wisconsin
$279K +$1.76K +78 +0.6%
TAM
1002
Tucker Asset Management
Colorado
$278K -$151K -6,678 -35%
TWM
1003
Tradition Wealth Management
Minnesota
$277K +$136 +6 +0%
RFA
1004
Rollins Financial Advisors
New York
$276K – – –
SL
1005
Sentinus LLC
Illinois
$276K -$837K -37,206 -75%
MSA
1006
McAlister Sweet & Associates
Texas
$274K – – –
HCP
1007
Hexagon Capital Partners
Arkansas
$274K -$36.6K -1,617 -12%
SIA
1008
Soltis Investment Advisors
Utah
$272K +$6.58K +291 +2%
KHCM
1009
Kirtland Hills Capital Management
Ohio
$271K – – –
NAMNJ
1010
NorthStar Asset Management (New Jersey)
New Jersey
$271K -$6.24K -276 -2%
TFA
1011
Tobias Financial Advisors
Florida
$266K -$7.6K -336 -3%
CWM
1012
Chronos Wealth Management
Florida
$265K +$265K +11,721 New
MIC
1013
Meridian Investment Counsel
California
$264K +$339 +15 +0.1%
HT
1014
Headlands Technologies
Illinois
$264K – – –
CCMG
1015
Clark Capital Management Group
Pennsylvania
$263K +$6.99K +309 +3%
EL
1016
EWA LLC
Pennsylvania
$261K +$261K +33,333 New
ST
1017
Smithfield Trust
Pennsylvania
$261K – – –
CSPIA
1018
Cary Street Partners Investment Advisory
Virginia
$260K – – –
LWL
1019
Leo Wealth LLC
Texas
$260K -$37.9K -1,677 -13%
CCAL
1020
City Center Advisors LLC
Michigan
$259K -$62.6K -2,766 -19%
IF
1021
Intrua Financial
Texas
$258K -$814 -36 -0.3%
SFG
1022
SevenBridge Financial Group
Pennsylvania
$258K +$172K +21,714 +200%
PFS
1023
Prospera Financial Services
Texas
$256K +$256K +11,334 New
RF
1024
Robbins Farley
New Hampshire
$255K -$2.99K -132 -1%
SWP
1025
Strategic Wealth Partners
Ohio
$253K – – –
39 40
41
42 43