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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 %
BWL
1076
Bogart Wealth LLC
Virginia
$141K +$12.8K +597 +10%
CCM
1077
Chilton Capital Management
Texas
$138K +$92.5K +4,320 +201%
POIA
1078
Pin Oak Investment Advisors
Texas
$129K – – –
PFP
1079
Pinnacle Financial Partners
Tennessee
$124K – – –
CT
1080
Colonial Trust
South Carolina
$120K – – –
CIAS
1081
CBIZ Investment Advisory Services
Ohio
$118K +$118K +5,472 New
HWA
1082
Heritage Wealth Advisors
Virginia
$116K – – –
LWA
1083
Lowe Wealth Advisors
Maryland
$115K -$65.9K -3,078 -36%
CWC
1084
Carolinas Wealth Consulting
North Carolina
$114K +$64 +3 +0.1%
CSWG
1085
Cardinal Strategic Wealth Guidance
Kentucky
$114K +$114K +5,325 New
TRCT
1086
Tower Research Capital (TRC)
New York
$113K +$113K +5,271 New
GWS
1087
Glassman Wealth Services
Virginia
$108K +$27.6K +1,287 +34%
AWM
1088
Atticus Wealth Management
Florida
$108K -$14.1K -660 -12%
FGAM
1089
Financial Gravity Asset Management
Texas
$108K +$108K +2,442 New
DI
1090
DAGCO Inc
Ohio
$107K +$52.2K +2,439 +96%
TFF
1091
The Family Firm
Maryland
$106K +$106K +4,962 New
CNBTD
1092
Citizens National Bank Trust Department
Mississippi
$105K – – –
OW
1093
Olistico Wealth
Oklahoma
$105K +$105K +4,905 New
TCPG
1094
Trivant Custom Portfolio Group
California
$103K – – –
SC
1095
Stephens Consulting
Michigan
$102K -$33.8K -1,578 -25%
GJIA
1096
Glass Jacobson Investment Advisors
Maryland
$93.5K – – –
FFA
1097
Frazier Financial Advisors
Ohio
$91.9K – – –
SS
1098
Sunbelt Securities
Texas
$89.6K -$9K -420 -9%
KSWA
1099
Kathleen S. Wright Associates
Pennsylvania
$85.9K -$5.53K -258 -6%
CWM
1100
Cedar Wealth Management
California
$84.7K +$15K +699 +21%
42 43
44
45 46