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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 %
SRWM
1051
Shira Ridge Wealth Management
California
$209K – – –
FFWM
1052
Future Financial Wealth Management
Ohio
$208K +$64 +3 +0%
AG
1053
Advocate Group
Minnesota
$207K – – –
FWM
1054
Fortress Wealth Management
California
$207K +$207K +9,666 New
WG
1055
Welch Group
Alabama
$206K +$206K +9,627 New
SWM
1056
Segment Wealth Management
Texas
$205K +$205K +9,576 New
SGK
1057
Steigerwald Gordon & Koch
Virginia
$205K -$14.2K -663 -6%
PMSA
1058
Patrick M. Sweeney & Associates
Illinois
$203K +$203K +9,459 New
WP
1059
Westmount Partners
California
$201K -$127K -5,910 -39%
SWA
1060
Sightline Wealth Advisors
Connecticut
$200K +$200K +9,360 New
PCH
1061
PGIM Custom Harvest
New Jersey
$200K +$200K +9,342 New
FIM
1062
FWL Investment Management
Texas
$195K – – –
SWM
1063
Sugarloaf Wealth Management
Georgia
$189K – – –
GWSG
1064
GPS Wealth Strategies Group
Colorado
$182K +$11.9K +555 +7%
FMP
1065
Financial Management Professionals
Texas
$180K -$23.6M -1,101,897 -99%
WPA
1066
West Paces Advisors
Georgia
$179K – – –
SFC
1067
SYM Financial Corp
Indiana
$176K -$45.9K -2,142 -21%
AWA
1068
Alaska Wealth Advisors
Alaska
$176K -$257 -12 -0.1%
LB
1069
Legacy Bridge
Iowa
$173K – – –
BCMLT
1070
Beacon Capital Management LLC (Tennessee)
Tennessee
$170K +$7.77K +363 +5%
ACM
1071
Accent Capital Management
Ohio
$161K +$161K +7,500 New
UB
1072
UMB Bank
Missouri
$154K -$68.2K -3,186 -31%
ATPW
1073
Ashton Thomas Private Wealth
Arizona
$152K +$152K +7,083 New
NG
1074
NWK Group
California
$151K -$64 -3 -0%
LC
1075
Lindbrook Capital
California
$147K – – –
41 42
43
44 45