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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 %
Fisher Asset Management
1026
Fisher Asset Management
Washington
$253K -$836K -36,951 -77%
WP
1027
Westmount Partners
California
$252K +$40.3K +1,782 +19%
PFA
1028
Pure Financial Advisors
California
$252K -$97.9K -4,329 -28%
BWM
1029
Brown Wealth Management
Illinois
$252K -$10.2K -453 -4%
PWA
1030
Peterson Wealth Advisors
Utah
$252K +$252K +11,130 New
WHC
1031
Wulff, Hansen & Co
California
$251K +$251K +7,215 New
SGK
1032
Steigerwald Gordon & Koch
Virginia
$250K +$33.9K +1,500 +16%
S
1033
Sunpointe
Missouri
$249K – – –
SPG
1034
Strategic Planning Group
Utah
$249K +$1.49K +66 +0.6%
CCP
1035
Clarity Capital Partners
California
$248K – – –
DWA
1036
Divergent Wealth Advisors
Utah
$248K +$1.49K +66 +0.6%
GWA
1037
Geometric Wealth Advisors
District of Columbia
$247K +$1.29K +57 +0.5%
BIG
1038
Builder Investment Group
Georgia
$247K -$475 -21 -0.2%
CCG
1039
Cypress Capital Group
Florida
$246K -$57.3K -2,535 -19%
RWM
1040
Ritholtz Wealth Management
New York
$246K +$246K +10,857 New
WHCFA
1041
William Howard & Co Financial Advisors
Tennessee
$244K +$1.56K +69 +0.6%
RJT
1042
Raymond James Trust
Florida
$244K +$244K +10,776 New
BCA
1043
Bay Colony Advisors
Massachusetts
$242K +$68 +3 +0%
SAM
1044
SP Asset Management
California
$240K +$68 +3 +0%
CA
1045
CapWealth Advisors
Tennessee
$238K – – –
AI
1046
Accredited Investors
Minnesota
$238K +$339 +15 +0.1%
EFM
1047
Eley Financial Management
Vermont
$237K – – –
SCA
1048
Stonebridge Capital Advisors
Minnesota
$236K +$236K +10,455 New
GWSA
1049
Global Wealth Strategies & Associates
Colorado
$236K – – –
CIA
1050
Choate Investment Advisors
Massachusetts
$236K – – –
40 41
42
43 44