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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 %
GM
1226
GeoWealth Management
Illinois
– -$901K -43,554 Closed
PPP
1227
Private Portfolio Partners
New Jersey
– -$876K -42,348 Closed
SPP
1228
Single Point Partners
Massachusetts
– -$656K -31,716 Closed
SCM
1229
Saxony Capital Management
Missouri
– -$605K -29,247 Closed
NL
1230
NWAM LLC
Washington
– -$532K -26,043 Closed
BMM
1231
Berkshire Money Management
Massachusetts
– -$477K -23,070 Closed
TBC
1232
Ted Buchan & Co
California
– -$473K -22,860 Closed
DFG
1233
Delta Financial Group
New Jersey
– -$470K -22,704 Closed
ACM
1234
Argent Capital Management
Missouri
– -$421K -20,370 Closed
LWMNY
1235
Landmark Wealth Management (New York)
New York
– -$414K -20,013 Closed
ES
1236
Eagle Strategies
New York
– -$393K -18,987 Closed
Susquehanna International Group
1237
Susquehanna International Group
Pennsylvania
– -$336K -16,260 Closed
SB
1238
Strategic Blueprint
Georgia
– -$286K -13,848 Closed
PCMC
1239
Paragon Capital Management (Colorado)
Colorado
– -$244K -11,793 Closed
WA
1240
Wealth Architects
California
– -$242K -11,715 Closed
SF
1241
Symphony Financial
Texas
– -$242K -11,700 Closed
SIAS
1242
Summit Investment Advisory Services
Minnesota
– -$233K -11,280 Closed
SWM
1243
SilverOak Wealth Management
Minnesota
– -$230K -11,121 Closed
TCM
1244
Traynor Capital Management
Pennsylvania
– -$207K -9,990 Closed
WIP
1245
WealthCare Investment Partners
Rhode Island
– -$203K -9,810 Closed
CA
1246
CoreCap Advisors
Michigan
– -$181K -8,727 Closed
MJRIC
1247
Mogy Joel R Investment Counsel
California
– -$92.4K -4,467 Closed
PAM
1248
Palisade Asset Management
Minnesota
– -$68.3K -3,300 Closed
LTI
1249
Laffer Tengler Investments
Tennessee
– -$64.9K -3,135 Closed
National Bank of Canada
1250
National Bank of Canada
Quebec, Canada
– -$37.9K -2,136 Closed
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