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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 %
PS
1126
Planned Solutions
California
$106K +$106K +4,665 New
SS
1127
Sunbelt Securities
Texas
$103K +$8.01K +354 +8%
KSWA
1128
Kathleen S. Wright Associates
Pennsylvania
$102K +$11.5K +507 +13%
DI
1129
DAGCO Inc
Ohio
$102K -$11.1K -489 -10%
NSIM
1130
North Star Investment Management
Illinois
$89.6K +$543 +24 +0.6%
CIM
1131
Contravisory Investment Management
Massachusetts
$88.5K +$2.04K +90 +2%
RWM
1132
Reston Wealth Management
Virginia
$84.6K +$84.6K +3,741 New
GWS
1133
Glassman Wealth Services
Virginia
$83.7K -$30.5K -1,350 -27%
SIC
1134
SJS Investment Consulting
Ohio
$70.1K – – –
SIS
1135
Strategic Investment Solutions
Illinois
$68.5K +$21.3K +942 +45%
CFS
1136
CGC Financial Services
Oregon
$67.9K – – –
PWMG
1137
Prestige Wealth Management Group
New Jersey
$66.5K – – –
CJ
1138
Caitlin John
Michigan
$64.8K +$43.2K +5,478 +200%
JFGIW
1139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.1K -$7.67K -339 -11%
FFO
1140
Fortitude Family Office
Arizona
$61.7K – – –
MPWT
1141
MassMutual Private Wealth & Trust
Connecticut
$61.5K +$61.5K +2,721 New
ACA
1142
American Capital Advisory
Idaho
$61.4K +$678 +30 +1%
DCM
1143
Davis Capital Management
Florida
$61.2K -$5.5K -243 -8%
AW
1144
Avion Wealth
Texas
$61K – – –
CNBTD
1145
Citizens National Bank Trust Department
Mississippi
$60.8K -$50.5K -2,232 -45%
CCM
1146
Chilton Capital Management
Texas
$60.4K -$85.8K -3,795 -59%
HPC
1147
HM Payson & Co
Maine
$59.4K – – –
AWM
1148
Aberdeen Wealth Management
Illinois
$58.8K – – –
AAP
1149
Arax Advisory Partners
Colorado
$57.9K +$34.1K +1,509 +144%
CCP
1150
Clarkston Capital Partners
Michigan
$57.7K – – –
44 45
46
47 48