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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 %
AA
1176
Atmos Advisory
Pennsylvania
$7.84K – – –
PA
1177
Pineridge Advisors
Missouri
$7.65K – – –
SC
1178
SouthState Corp
Florida
$7.58K – – –
CFGS
1179
Concourse Financial Group Securities
Alabama
$7.41K – – –
CP
1180
Castleview Partners
Texas
$7.13K -$60.9K -2,844 -90%
QCG
1181
Quadrant Capital Group
Ohio
$6.94K – – –
FFA
1182
Fairfield Financial Advisors
Massachusetts
$6.83K +$6.83K +318 New
KA
1183
Kozak & Associates
Colorado
$6.69K – – –
FNWA
1184
Financial Network Wealth Advisors
Utah
$6.49K +$6.49K +303 New
TWC
1185
TD Waterhouse Canada
Ontario, Canada
$6.44K – – –
IGWM
1186
ICA Group Wealth Management
Colorado
$6.43K – – –
PPA
1187
Painted Porch Advisors
California
$5.4K +$5.4K +252 New
TF
1188
Tompkins Financial
New York
$5.08K – – –
HDIM
1189
Hanson & Doremus Investment Management
Vermont
$5K – – –
RIL
1190
Rothschild Investment LLC
Illinois
$4.55K – – –
BGAI
1191
Bruce G. Allen Investments
Colorado
$4.18K -$17.7K -828 -81%
GFPC
1192
Global Financial Private Client
Florida
$4.11K – – –
OAJ
1193
Ogorek Anthony Joseph
New York
$4K – – –
FCAS
1194
First Command Advisory Services
Texas
$3.92K +$941 +294 +32%
HFA
1195
Hershey Financial Advisers
Pennsylvania
$3.41K +$3.41K +159 New
RCM
1196
Raleigh Capital Management
North Carolina
$3.28K -$255K -11,868 -99%
FHA
1197
First Horizon Advisors
Tennessee
$3.21K – – –
HGERS
1198
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
WWP
1199
WR Wealth Planners
Missouri
$2.57K -$514 -24 -17%
BLC
1200
Brown, Lisle/Cummings
Rhode Island
$2.51K – – –
46 47
48
49 50