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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 %
SDWMA
101
Schneider Downs Wealth Management Advisors
Pennsylvania
$30.6M +$2.47M +115,551 +9%
RCM
102
Richardson Capital Management
Wisconsin
$30.3M +$1.88M +87,753 +7%
FI
103
FIDELIS iM
Oregon
$30.3M -$7.45K -348 -0%
BWA
104
Burt Wealth Advisors
Maryland
$30M -$160K -7,458 -0.5%
MFC
105
Morris Financial Concepts
South Carolina
$29.9M +$2.32M +108,435 +8%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$29.7M -$485K -22,668 -2%
CWG
107
Cornerstone Wealth Group
North Carolina
$29.6M +$107K +5,019 +0.4%
CWM
108
Congress Wealth Management
Massachusetts
$29.5M -$1.03M -48,312 -3%
BA
109
Ballast Advisors
Minnesota
$29.4M -$442K -20,637 -1%
AIM
110
Athena Investment Management
California
$29.2M -$763K -35,625 -3%
GG
111
Gleason Group
Kentucky
$29.2M -$12.3K -576 -0%
MFGP
112
Marshall Financial Group (Pennsylvania)
Pennsylvania
$29M +$182K +8,478 +0.6%
SFG
113
SNS Financial Group
Minnesota
$28.7M -$1.22M -56,889 -4%
VAS
114
Valicenti Advisory Services
New York
$28.3M -$181K -8,472 -0.6%
KWM
115
Kolinsky Wealth Management
New Jersey
$28.2M +$160K +7,494 +0.6%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$28.1M -$73.4K -3,429 -0.3%
CPIG
117
Chicago Partners Investment Group
Illinois
$27.7M +$1.43M +66,840 +5%
KCPG
118
Kavar Capital Partners Group
Kansas
$27.4M +$769K +35,925 +3%
BA
119
Bristlecone Advisors
Washington
$27.4M -$89.9K -4,197 -0.3%
GA
120
Gordian Advisors
Arizona
$27.3M -$1.24M -58,116 -4%
MF
121
Manchester Financial
California
$27.1M -$339K -15,816 -1%
FCM
122
Fortis Capital Management
Washington
$26.7M +$930K +43,446 +4%
RDWM
123
Red Door Wealth Management
Tennessee
$26.3M +$179K +8,370 +0.7%
MIA
124
Milestone Investment Advisors
Wisconsin
$26.2M -$1.8M -84,147 -6%
OPS
125
Orion Portfolio Solutions
Nebraska
$26.2M -$260K -12,144 -1%
3 4
5
6 7