SCHX icon

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 %
SIS
1151
Sound Income Strategies
Florida
$56.6K +$56.6K +2,502 New
TFM
1152
TFC Financial Management
Massachusetts
$56K +$271 +12 +0.5%
CA
1153
Centerpoint Advisors
Massachusetts
$56K – – –
ME
1154
McIlrath & Eck
Washington
$55.4K – – –
FGC
1155
Financial Gravity Companies
Texas
$55.2K +$55.2K +2,442 New
Bessemer Group
1156
Bessemer Group
New Jersey
$54K +$40.9K +1,818 +312%
BL
1157
Balentine LLC
Georgia
$53.1K – – –
WOC
1158
West Oak Capital
California
$52.6K -$874 -3,864 -2%
FDCP
1159
Foster Dykema Cabot & Partners
Massachusetts
$50.7K +$50.7K +2,241 New
FP
1160
Financial Perspectives
Minnesota
$48K – – –
GKIM
1161
GW&K Investment Management
Massachusetts
$48K +$48K +2,136 New
TCM
1162
TruNorth Capital Management
Michigan
$47.8K +$17.8K +789 +60%
TFGT
1163
TS Financial Group (TSFG)
Illinois
$46K – – –
NFA
1164
Northwest Financial Advisors
Virginia
$44.3K +$44.3K +1,956 New
FFA
1165
Frazier Financial Advisors
Ohio
$44K -$53K -2,346 -55%
MAM
1166
Marquette Asset Management
Minnesota
$43.2K +$43.2K +1,908 New
CSB
1167
City State Bank
Iowa
$42.5K +$42.5K +1,878 New
GWM
1168
Guardian Wealth Management
Illinois
$41.2K -$8.89K -393 -18%
BF
1169
BOK Financial
Oklahoma
$39.5K +$38.3K +1,710 +3,167%
OA
1170
Operose Advisors
Wisconsin
$39.2K – – –
PA
1171
PSI Advisors
Florida
$38.9K – – –
HWM
1172
HighMark Wealth Management
Minnesota
$38.8K +$204 +9 +0.5%
GCM
1173
Gables Capital Management
Florida
$37.9K +$37.9K +5,025 New
PCA
1174
Providence Capital Advisors
North Carolina
$35.3K – – –
IHWM
1175
Iron Horse Wealth Management
Iowa
$34.5K – – –
45 46
47
48 49