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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
1
US Bancorp
Minnesota
$1.4B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$579M
3
CWM
3
Campbell Wealth Management
Virginia
$347M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$314M
5
SA
5
Scarborough Advisors
Maryland
$107M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$382M
3
DB
3
Dravo Bay
Delaware
$1.2M
4
TCM
4
Tradewinds Capital Management
Washington
$4.19M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1201
Horrell Capital Management
Arkansas
$14K – – –
LFA
1202
Legend Financial Advisors
Pennsylvania
$13.8K – – –
KFI
1203
Key Financial Inc
Pennsylvania
$12.2K – – –
WIM
1204
Westside Investment Management
California
$10.9K – – –
PP
1205
Pacifica Partners
Canada
$10.2K – – –
1IA
1206
1620 Investment Advisors
Massachusetts
$10K – – –
MM
1207
Main Management
California
$10K +$10K +456 New
FWM
1208
FSA Wealth Management
Massachusetts
$9.06K +$9.06K +399 New
HGERS
1209
Householder Group Estate & Retirement Specialist
Arizona
$9K +$5.27K +246 +141%
AA
1210
Atmos Advisory
Pennsylvania
$8.28K – – –
PA
1211
Pineridge Advisors
Missouri
$8.07K – – –
DF
1212
Dunhill Financial
United Kingdom
$8.02K -$5.57K -246 -41%
SC
1213
SouthState Corp
Florida
$8.01K – – –
QCG
1214
Quadrant Capital Group
Ohio
$7.33K – – –
FFA
1215
Fairfield Financial Advisors
Massachusetts
$7.25K +$68 +3 +0.9%
TWC
1216
TD Waterhouse Canada
Ontario, Canada
$6.72K – – –
TC
1217
Truvestments Capital
Florida
$6.72K +$6.72K +297 New
PPA
1218
Painted Porch Advisors
California
$5.7K – – –
TF
1219
Tompkins Financial
New York
$5.36K – – –
OAJ
1220
Ogorek Anthony Joseph
New York
$5K – – –
HDIM
1221
Hanson & Doremus Investment Management
Vermont
$5K – – –
HWM
1222
Hemington Wealth Management
Virginia
$5K +$5K +729 New
BGAI
1223
Bruce G. Allen Investments
Colorado
$4.41K – – –
GFPC
1224
Global Financial Private Client
Florida
$4.34K – – –
FHA
1225
First Horizon Advisors
Tennessee
$3.39K – – –
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49
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