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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 %
FFA
1226
Founders Financial Alliance
North Carolina
$3.26K +$3.26K +144 New
WWP
1227
WR Wealth Planners
Missouri
$2.72K – – –
BLC
1228
Brown, Lisle/Cummings
Rhode Island
$2.65K – – –
EWM
1229
EPG Wealth Management
Georgia
$1.77K +$1.77K +78 New
OLVIG
1230
Oliver Lagore Vanvalin Investment Group
Michigan
$1.63K – – –
RCM
1231
Raleigh Capital Management
North Carolina
$1.58K -$1.92K -84 -55%
MFG
1232
Mendota Financial Group
Wisconsin
$1.49K – – –
CSWM
1233
Cassady Schiller Wealth Management
Ohio
$1.02K +$1.02K +45 New
DF
1234
DecisionPoint Financial
Arizona
$929 – – –
TH
1235
TCTC Holdings
Texas
$882 – – –
GSEP
1236
Golden State Equity Partners
California
$882 +$882 +39 New
JHCP
1237
Jackson Hole Capital Partners
Oklahoma
$546 – – –
GM
1238
GeoWealth Management
Illinois
$497 +$497 +21 New
MCM
1239
Manchester Capital Management
Vermont
$275 – – –
MWA
1240
MFA Wealth Advisors
Pennsylvania
$271 – – –
CMP
1241
Coston McIsaac & Partners
Maine
$134 +$87 +3,840 +183%
KA
1242
Kozak & Associates
Colorado
$45 -$2.27K -303 -98%
Charles Schwab
1243
Charles Schwab
California
– -$9.58B -447,301,815 Closed
SFC
1244
Strategic Financial Concepts
Texas
– -$878 -168,948 Closed
SW
1245
Simplicity Wealth
New Jersey
– -$2.75M -128,307 Closed
CWM
1246
Calamos Wealth Management
Illinois
– -$2.22M -103,452 Closed
PWG
1247
Portside Wealth Group
Utah
– -$1.69M -78,720 Closed
GBWM
1248
Granite Bay Wealth Management
New Hampshire
– -$1.57M -73,296 Closed
FAM
1249
Formidable Asset Management
Ohio
– -$1.37M -63,927 Closed
Millennium Management
1250
Millennium Management
New York
– -$1.32M -61,464 Closed
48 49
50
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