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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.

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 %
SDWMA
101
Schneider Downs Wealth Management Advisors
Pennsylvania
$32.3M -$69.1K -3,054 -0.2%
BWA
102
Burt Wealth Advisors
Maryland
$31.9M +$279K +12,357 +0.9%
PPH
103
Pure Portfolios Holdings
Oregon
$31.7M +$31.7M +1,403,415 New
DWM
104
Destination Wealth Management
California
$31.6M -$921K -40,713 -3%
MI
105
Moneywise Inc
Virginia
$31.5M -$3.01M -132,993 -9%
CWG
106
Cornerstone Wealth Group
North Carolina
$31.2M -$20.5K -906 -0.1%
GG
107
Gleason Group
Kentucky
$31.2M +$361K +15,978 +1%
MFC
108
Morris Financial Concepts
South Carolina
$31M -$585K -25,887 -2%
AIM
109
Athena Investment Management
California
$30.7M -$158K -6,999 -0.5%
CWM
110
Congress Wealth Management
Massachusetts
$30.7M -$494K -21,849 -2%
VAS
111
Valicenti Advisory Services
New York
$30.4M +$594K +26,244 +2%
CPIG
112
Chicago Partners Investment Group
Illinois
$30.4M +$20.5M +2,698,044 +209%
KWM
113
Kolinsky Wealth Management
New Jersey
$30.3M +$786K +35,127 +3%
BA
114
Ballast Advisors
Minnesota
$30M -$959K -42,396 -3%
KCPG
115
Kavar Capital Partners Group
Kansas
$29.6M +$669K +29,574 +2%
MFGP
116
Marshall Financial Group (Pennsylvania)
Pennsylvania
$29.4M -$1.24M -54,984 -4%
FCM
117
Fortis Capital Management
Washington
$29.4M +$1.14M +50,373 +4%
BA
118
Bristlecone Advisors
Washington
$28.7M -$228K -10,101 -0.8%
SAM
119
Sawgrass Asset Management
Florida
$28.7M +$1.11M +48,975 +4%
MF
120
Manchester Financial
California
$28.1M -$473K -20,925 -2%
RDWM
121
Red Door Wealth Management
Tennessee
$27.8M +$61.5K +2,718 +0.2%
GA
122
Gordian Advisors
Arizona
$27.8M -$1.08M -47,838 -4%
DAS
123
Dynamic Advisor Solutions
Arizona
$27.7M +$116K +5,139 +0.4%
PAG
124
Powers Advisory Group
Illinois
$27.3M +$58.2K +2,574 +0.2%
CKAIS
125
Christensen King & Associates Investment Services
Washington
$27.3M -$155K -6,861 -0.6%
3 4
5
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