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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 %
SFG
1026
SevenBridge Financial Group
Pennsylvania
$223K -$6.42K -312 -3%
CIA
1027
Choate Investment Advisors
Massachusetts
$223K – – –
ACI
1028
Alpha Cubed Investments
California
$223K +$223K +10,407 New
GWAM
1029
Guardian Wealth Advisors (Minnesota)
Minnesota
$222K – – –
CWM
1030
Cadence Wealth Management
Massachusetts
$222K – – –
MA
1031
MKT Advisors
California
$221K – – –
FFG
1032
Fiduciary Financial Group
California
$220K +$220K +9,897 New
WS
1033
Wedbush Securities
California
$219K +$219K +10,209 New
BWA
1034
BlueChip Wealth Advisors
Georgia
$219K – – –
EA
1035
Ergawealth Advisors
Illinois
$218K +$218K +10,191 New
LF
1036
LifeSteps Financial
California
$218K -$1.03K -48 -0.5%
RIP
1037
RAM Investment Partners
Washington
$217K – – –
SI
1038
Shaker Investments
Ohio
$217K -$20K -933 -8%
IFA
1039
Index Fund Advisors
California
$215K -$37.1K -1,734 -15%
LWM
1040
Lyell Wealth Management
California
$214K -$96.4K -4,500 -31%
QWP
1041
Quotient Wealth Partners
Texas
$214K -$13.6K -636 -6%
VF
1042
Vawter Financial
Ohio
$212K – – –
SM
1043
Sensible Money
Arizona
$212K – – –
DPI
1044
Diversified Portfolios Inc
Michigan
$211K +$211K +9,858 New
PF
1045
Penney Financial
Texas
$210K – – –
Fifth Third Bancorp
1046
Fifth Third Bancorp
Ohio
$210K – – –
CWS
1047
Cypress Wealth Services
California
$210K – – –
TVM
1048
True Vision MN
Minnesota
$209K +$209K +9,750 New
SL
1049
Salomon & Ludwin
Virginia
$209K -$1.54K -72 -0.7%
WFP
1050
Wrenne Financial Planning
Kentucky
$209K +$209K +9,741 New
40 41
42
43 44