SCHX icon

Schwab US Large- Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
1101
North Star Investment Management
Illinois
$84.3K
CIM
1102
Contravisory Investment Management
Massachusetts
$81.9K -$14.9K -696 -15%
BFEC
1103
Benjamin F. Edwards & Company
Missouri
$77K -$15.5K -726 -17%
RP
1104
Rice Partnership
Hawaii
$75.5K -$10K -468 -12%
SIS
1105
Strategic Investment Solutions
Illinois
$69.7K +$69.7K +2,088 New
JFGIW
1106
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.2K -$23.8K -1,110 -26%
SIC
1107
SJS Investment Consulting
Ohio
$66.4K +$3.34K +156 +5%
CFS
1108
CGC Financial Services
Oregon
$64.3K
CC
1109
Cultivar Capital
Texas
$64.3K +$64.3K +3,000 New
DCM
1110
Davis Capital Management
Florida
$63.3K -$1.68K -78 -3%
PWMG
1111
Prestige Wealth Management Group
New Jersey
$63.2K
CJ
1112
Caitlin John
Michigan
$58.7K
FFO
1113
Fortitude Family Office
Arizona
$58.5K
AW
1114
Avion Wealth
Texas
$58K -$3.96K -186 -6%
HPC
1115
HM Payson & Co
Maine
$56.3K -$112K -5,244 -67%
AWM
1116
Aberdeen Wealth Management
Illinois
$55.7K
CCP
1117
Clarkston Capital Partners
Michigan
$54.6K
CA
1118
Centerpoint Advisors
Massachusetts
$53K
TFM
1119
TFC Financial Management
Massachusetts
$52.8K
ME
1120
McIlrath & Eck
Washington
$52.4K
FFG
1121
Frisch Financial Group
New York
$52K +$52K +55,089 New
ACA
1122
American Capital Advisory
Idaho
$50.5K +$564 +30 +1%
BL
1123
Balentine LLC
Georgia
$50.3K -$60.1K -2,808 -54%
GWM
1124
Guardian Wealth Management
Illinois
$47.4K -$18.9K -885 -29%
FP
1125
Financial Perspectives
Minnesota
$45.5K