SCHX icon

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 %
CMP
1126
Coston McIsaac & Partners
Maine
$45K – – –
VCM
1127
Versant Capital Management
Arizona
$44.7K – – –
TFGT
1128
TS Financial Group (TSFG)
Illinois
$43K – – –
OA
1129
Operose Advisors
Wisconsin
$37.1K -$9.64K -450 -21%
PA
1130
PSI Advisors
Florida
$36.9K – – –
HWM
1131
HighMark Wealth Management
Minnesota
$36.5K – – –
PCA
1132
Providence Capital Advisors
North Carolina
$33.4K – – –
IHWM
1133
Iron Horse Wealth Management
Iowa
$32.6K +$32.6K +1,524 New
MWM
1134
Mascoma Wealth Management
New Hampshire
$32K – – –
GI
1135
GAMMA Investing
California
$31.7K – – –
PGAM
1136
Princeton Global Asset Management
New Jersey
$31K +$3.41K +159 +12%
RIA
1137
Realta Investment Advisors
Delaware
$30.9K – – –
WT
1138
Washington Trust
Rhode Island
$30.3K -$27.6K -1,290 -48%
MRCM
1139
M&R Capital Management
New Jersey
$29.2K – – –
GI
1140
Gradient Investments
Minnesota
$29.1K -$61.9K -2,889 -68%
DAM
1141
Delta Asset Management
Tennessee
$28.9K – – –
TWP
1142
Triad Wealth Partners
Kansas
$28.4K +$28.4K +1,326 New
TCM
1143
TruNorth Capital Management
Michigan
$28.3K – – –
HBW
1144
Hazlett, Burt & Watson
West Virginia
$28K -$5.77K -270 -17%
NFSG
1145
Newbridge Financial Services Group
Florida
$26.5K -$12.8K -597 -33%
HF
1146
Halpern Financial
Virginia
$23.1K -$21.8K -1,020 -49%
MFA
1147
McClarren Financial Advisors
Pennsylvania
$23K -$108K -903 -82%
DWM
1148
Dogwood Wealth Management
Kansas
$22.7K +$22.7K +1,062 New
AAP
1149
Arax Advisory Partners
Colorado
$22.5K – – –
AEPWM
1150
Atlantic Edge Private Wealth Management
Florida
$22.5K +$64 +3 +0.3%
44 45
46
47 48