SCHX icon

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 %
FFG
1251
Frisch Financial Group
New York
– -$52K -55,089 Closed
Renaissance Technologies
1252
Renaissance Technologies
New York
– -$1.01M -47,100 Closed
PWS
1253
Precision Wealth Strategies
Missouri
– -$913K -42,645 Closed
AWA
1254
Arete Wealth Advisors
Illinois
– -$895K -41,811 Closed
OWMIAS
1255
One Wealth Management Investment & Advisory Services
Florida
– -$859K -40,095 Closed
DWA
1256
Delap Wealth Advisory
Oregon
– -$692K -32,334 Closed
QC
1257
Quadrature Capital
United Kingdom
– -$636K -29,694 Closed
FFS
1258
Founders Financial Securities
Maryland
– -$552K -25,776 Closed
OMC
1259
Old Mission Capital
Illinois
– -$521K -24,306 Closed
PWM
1260
Power Wealth Management
Georgia
– -$503K -23,472 Closed
WF
1261
WoodTrust Financial
Wisconsin
– -$463K -21,600 Closed
EP
1262
Edgestream Partners
New Jersey
– -$389K -18,162 Closed
Marshall Wace
1263
Marshall Wace
United Kingdom
– -$367K -17,118 Closed
SW
1264
SVB Wealth
Massachusetts
– -$364K -16,998 Closed
TSS
1265
Two Sigma Securities
New York
– -$331K -15,447 Closed
VBWMG
1266
Von Berge Wealth Management Group
California
– -$328K -15,282 Closed
QWM
1267
Quadcap Wealth Management
Texas
– -$302K -14,112 Closed
Legacy Financial Group (Iowa)
1268
Legacy Financial Group (Iowa)
Iowa
– -$278K -12,987 Closed
OPWM
1269
Oxinas Partners Wealth Management
Indiana
– -$276K -12,906 Closed
BBA
1270
Braun-Bostich & Associates
Pennsylvania
– -$256K -11,964 Closed
MSR
1271
Main Street Research
Connecticut
– -$245K -11,400 Closed
GBT
1272
Grove Bank & Trust
Florida
– -$235K -10,974 Closed
PWMAG
1273
Pinnacle Wealth Management Advisory Group
New Jersey
– -$229K -10,689 Closed
ACI
1274
Alpha Cubed Investments
California
– -$223K -10,407 Closed
WS
1275
Wedbush Securities
California
– -$219K -10,209 Closed
49 50
51
52 53