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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 %
BWA
1276
BlueChip Wealth Advisors
Georgia
– -$219K -10,206 Closed
EA
1277
Ergawealth Advisors
Illinois
– -$218K -10,191 Closed
MA
1278
MKT Advisors
California
– -$221K -10,131 Closed
LWM
1279
Lyell Wealth Management
California
– -$214K -10,005 Closed
TVM
1280
True Vision MN
Minnesota
– -$209K -9,750 Closed
WFP
1281
Wrenne Financial Planning
Kentucky
– -$209K -9,741 Closed
SWA
1282
Sightline Wealth Advisors
Connecticut
– -$200K -9,360 Closed
ATPW
1283
Ashton Thomas Private Wealth
Arizona
– -$152K -7,083 Closed
CSWG
1284
Cardinal Strategic Wealth Guidance
Kentucky
– -$114K -5,325 Closed
TRCT
1285
Tower Research Capital (TRC)
New York
– -$113K -5,271 Closed
TFF
1286
The Family Firm
Maryland
– -$106K -4,962 Closed
CC
1287
Cultivar Capital
Texas
– -$64.3K -3,000 Closed
MWM
1288
Mascoma Wealth Management
New Hampshire
– -$32K -1,494 Closed
RIA
1289
Realta Investment Advisors
Delaware
– -$30.9K -1,446 Closed
GI
1290
Gradient Investments
Minnesota
– -$29.1K -1,359 Closed
TWP
1291
Triad Wealth Partners
Kansas
– -$28.4K -1,326 Closed
NFSG
1292
Newbridge Financial Services Group
Florida
– -$26.5K -1,239 Closed
FCAS
1293
First Command Advisory Services
Texas
– -$3.92K -1,224 Closed
DWM
1294
Dogwood Wealth Management
Kansas
– -$22.7K -1,062 Closed
TSWM
1295
Tyler-Stone Wealth Management
Ohio
– -$16.2K -756 Closed
IAIM
1296
International Assets Investment Management
Florida
– -$15.4K -720 Closed
GLR
1297
Great Lakes Retirement
Ohio
– -$12.6K -588 Closed
NMG
1298
New Millennium Group
Utah
– -$11.4K -534 Closed
CBT
1299
Central Bank & Trust
Kentucky
– -$10.6K -495 Closed
FNWA
1300
Financial Network Wealth Advisors
Utah
– -$6.49K -303 Closed
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