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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 %
EWM
1201
EPG Wealth Management
Georgia
$1.67K -$1.61K -78 Closed
AFWM
1202
Abich Financial Wealth Management
Virginia
$1.54K – – –
OLVIG
1203
Oliver Lagore Vanvalin Investment Group
Michigan
$1.54K – – –
MFG
1204
Mendota Financial Group
Wisconsin
$1.41K – – –
IC
1205
Innealta Capital
Texas
$1.22K +$1.22K +57 New
BF
1206
BOK Financial
Oklahoma
$1.16K – – –
DF
1207
DecisionPoint Financial
Arizona
$889 – – –
SFC
1208
Strategic Financial Concepts
Texas
$878 +$878 +168,948 New
TH
1209
TCTC Holdings
Texas
$835 +$835 +39 New
JHCP
1210
Jackson Hole Capital Partners
Oklahoma
$514 – – –
VAG
1211
VisionPoint Advisory Group
Texas
$450 +$129 +6 +40%
PWMG
1212
Private Wealth Management Group
New Jersey
$322 +$322 +15 New
MCM
1213
Manchester Capital Management
Vermont
$258 +$129 +6 +100%
MWA
1214
MFA Wealth Advisors
Pennsylvania
$257 +$257 +12 New
CSIA
1215
Charles Schwab Investment Advisory
California
– -$6.06B -292,976,976 Closed
CWM
1216
Campbell Wealth Management
Virginia
– -$303M -14,624,283 Closed
BHB
1217
Bank Hapoalim BM
Israel
– -$23.6M -1,140,000 Closed
SFMG
1218
Sage Financial Management Group
Virginia
– -$18.9M -912,753 Closed
BWM
1219
BCS Wealth Management
Tennessee
– -$15.8M -766,014 Closed
LNC
1220
Lincoln National Corp
Pennsylvania
– -$6.46M -312,252 Closed
PI
1221
PFG Investments
New York
– -$4.88M -235,746 Closed
GAA
1222
Global Assets Advisory
Florida
– -$1.26M -234,099 Closed
CBFP
1223
Cedar Brook Financial Partners
Ohio
– -$4.7M -227,331 Closed
EF
1224
Empowered Funds
Pennsylvania
– -$3.69M -178,161 Closed
EW
1225
Evoke Wealth
California
– -$1.09M -52,536 Closed
47 48
49
50 51