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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,241 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, 449 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.95%
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
449
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$1.4B
2
MGIA
Moneta Group Investment Advisors
Missouri
$579M
3
CWM
Campbell Wealth Management
Virginia
$347M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$314M
5
SA
Scarborough Advisors
Maryland
$107M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$382M
3
DB
Dravo Bay
Delaware
$1.2M
4
TCM
Tradewinds Capital Management
Washington
$4.19M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBCM
1101
Wilson & Boucher Capital Management
California
$191K +$191K +8,442 New
SFC
1102
SYM Financial Corp
Indiana
$186K – – –
AWA
1103
Alaska Wealth Advisors
Alaska
$185K – – –
LB
1104
Legacy Bridge
Iowa
$182K – – –
BCMLT
1105
Beacon Capital Management LLC (Tennessee)
Tennessee
$180K +$475 +21 +0.3%
ACM
1106
Accent Capital Management
Ohio
$170K – – –
UB
1107
UMB Bank
Missouri
$163K – – –
NG
1108
NWK Group
California
$160K – – –
BWL
1109
Bogart Wealth LLC
Virginia
$155K +$6.17K +273 +4%
LC
1110
Lindbrook Capital
California
$155K – – –
NPP
1111
New Potomac Partners
Maryland
$154K +$154K +6,786 New
RP
1112
Rice Partnership
Hawaii
$151K +$70.8K +3,132 +89%
Optiver Holding
1113
Optiver Holding
Netherlands
$148K +$148K +6,528 New
GJIA
1114
Glass Jacobson Investment Advisors
Maryland
$137K +$38.6K +1,707 +39%
PFP
1115
Pinnacle Financial Partners
Tennessee
$136K – – –
POIA
1116
Pin Oak Investment Advisors
Texas
$135K – – –
AIC
1117
Archer Investment Corporation
Indiana
$132K +$118K +5,220 +821%
CIAS
1118
CBIZ Investment Advisory Services
Ohio
$124K – – –
HWA
1119
Heritage Wealth Advisors
Virginia
$122K – – –
LWA
1120
Lowe Wealth Advisors
Maryland
$122K – – –
CWC
1121
Carolinas Wealth Consulting
North Carolina
$120K – – –
AWM
1122
Atticus Wealth Management
Florida
$115K +$1.09K +48 +1%
OW
1123
Olistico Wealth
Oklahoma
$111K – – –
TCPG
1124
Trivant Custom Portfolio Group
California
$109K – – –
SC
1125
Stephens Consulting
Michigan
$108K – – –
43 44
45
46 47