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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 %
W
1151
WealthCollab
Washington
$22.2K – – –
HPIA
1152
Hamilton Point Investment Advisors
North Carolina
$19.2K – – –
BFP
1153
Briaud Financial Planning
Texas
$19K – – –
SVCP
1154
Silicon Valley Capital Partners
California
$18.8K – – –
PIS
1155
POM Investment Strategies
North Carolina
$17.3K – – –
CI
1156
Cordant Inc
Oregon
$16.3K – – –
TSWM
1157
Tyler-Stone Wealth Management
Ohio
$16.2K – – –
RA
1158
Rise Advisors
New York
$16.1K – – –
CPG
1159
Cornerstone Planning Group
New Jersey
$16.1K +$61 +3 +0.4%
EFP
1160
EnRich Financial Partners
Wisconsin
$15.9K +$4.69K +219 +42%
IAIM
1161
International Assets Investment Management
Florida
$15.4K +$15.4K +720 New
CPG
1162
Custom Portfolio Group
Colorado
$14.9K -$5.35K -249 -26%
DPW
1163
DiNuzzo Private Wealth
Pennsylvania
$14.5K +$14.5K +678 New
AIC
1164
Archer Investment Corporation
Indiana
$13.6K -$17.9K -834 -57%
LFA
1165
Legend Financial Advisors
Pennsylvania
$13.1K -$109K -5,106 -89%
HCM
1166
Horrell Capital Management
Arkansas
$13K – – –
DF
1167
Dunhill Financial
United Kingdom
$12.9K – – –
GLR
1168
Great Lakes Retirement
Ohio
$12.6K +$12.6K +588 New
Bessemer Group
1169
Bessemer Group
New Jersey
$12K -$1.61K -78 -12%
KFI
1170
Key Financial Inc
Pennsylvania
$11.6K – – –
NMG
1171
New Millennium Group
Utah
$11.4K +$11.4K +534 New
CBT
1172
Central Bank & Trust
Kentucky
$10.6K – – –
WIM
1173
Westside Investment Management
California
$10.3K – – –
PP
1174
Pacifica Partners
Canada
$9.77K – – –
1IA
1175
1620 Investment Advisors
Massachusetts
$9.51K +$9.51K +444 New
45 46
47
48 49