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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 %
PG
1076
Prostatis Group
Maryland
$217K +$217K +9,582 New
CWP
1077
Corepath Wealth Partners
Arizona
$214K +$214K +27,900 New
PMSA
1078
Patrick M. Sweeney & Associates
Illinois
$214K +$68 +3 +0%
SB
1079
Strategic Blueprint
Georgia
$212K +$212K +9,372 New
MAG
1080
M3 Advisory Group
Massachusetts
$212K +$212K +9,357 New
PCH
1081
PGIM Custom Harvest
New Jersey
$211K – – –
WMA
1082
West Michigan Advisors
Michigan
$211K +$211K +9,333 New
DPI
1083
Diversified Portfolios Inc
Michigan
$211K -$12.1K -537 -5%
PWPS
1084
Pinnacle Wealth Planning Services
Ohio
$211K +$211K +9,318 New
HCMG
1085
Howard Capital Management Group
California
$209K +$209K +9,234 New
PCM
1086
Presidio Capital Management
California
$208K -$68.4K -3,024 -25%
BA
1087
Bridge Advisory
California
$208K +$208K +9,180 New
BFG
1088
Beacon Financial Group
Texas
$207K +$207K +9,150 New
CSA
1089
Cottage Street Advisors
Massachusetts
$206K +$206K +9,093 New
BDFN
1090
Bond & Devick Financial Network
Minnesota
$204K +$204K +9,018 New
CRI
1091
Colonial River Investments
Virginia
$204K +$204K +9,012 New
PI
1092
PFG Investments
New York
$203K +$203K +8,985 New
SWA
1093
Sax Wealth Advisors
New Jersey
$203K +$203K +8,976 New
GWWM
1094
Great Waters Wealth Management
Minnesota
$202K +$202K +8,937 New
CT
1095
Colonial Trust
South Carolina
$202K +$74.6K +3,300 +59%
SIA
1096
Strategic Investment Advisors
Michigan
$201K +$201K +8,907 New
BWL
1097
Beacon Wealthcare LLC
North Carolina
$201K +$201K +8,889 New
SIAP
1098
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K +$201K +8,886 New
FIM
1099
FWL Investment Management
Texas
$199K -$6.79K -300 -3%
SWM
1100
Sugarloaf Wealth Management
Georgia
$199K – – –
42 43
44
45 46