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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 %
GWAM
1051
Guardian Wealth Advisors (Minnesota)
Minnesota
$234K – – –
NCM
1052
Narwhal Capital Management
Georgia
$233K +$233K +10,299 New
QWP
1053
Quotient Wealth Partners
Texas
$233K +$6.92K +306 +3%
CWM
1054
Cadence Wealth Management
Massachusetts
$231K -$2.85K -126 -1%
AC
1055
Apella Capital
Connecticut
$231K -$23K -1,026 -9%
LF
1056
LifeSteps Financial
California
$230K – – –
SI
1057
Shaker Investments
Ohio
$230K +$950 +42 +0.4%
RIP
1058
RAM Investment Partners
Washington
$230K – – –
CWM
1059
Cedar Wealth Management
California
$229K +$139K +6,159 +156%
TI
1060
Trexquant Investment
Connecticut
$226K +$226K +10,005 New
FFG
1061
Fiduciary Financial Group
California
$224K +$610 +27 +0.3%
MWP
1062
Madison Wealth Partners
Wisconsin
$224K +$224K +9,915 New
VF
1063
Vawter Financial
Ohio
$224K – – –
SM
1064
Sensible Money
Arizona
$224K – – –
PF
1065
Penney Financial
Texas
$222K – – –
Fifth Third Bancorp
1066
Fifth Third Bancorp
Ohio
$222K – – –
SL
1067
Salomon & Ludwin
Virginia
$221K – – –
SRWM
1068
Shira Ridge Wealth Management
California
$220K – – –
ACM
1069
Advisors Capital Management
New Jersey
$220K -$201K -8,883 -48%
FFWM
1070
Future Financial Wealth Management
Ohio
$220K -$339 -15 -0.2%
AG
1071
Advocate Group
Minnesota
$219K – – –
CWS
1072
Cypress Wealth Services
California
$219K -$2.71K -120 -1%
FWM
1073
Fortress Wealth Management
California
$219K – – –
WG
1074
Welch Group
Alabama
$218K – – –
SWM
1075
Segment Wealth Management
Texas
$217K +$271 +12 +0.1%
41 42
43
44 45