SCHX icon

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 %
OPS
126
Orion Portfolio Solutions
Nebraska
$26.2M -$260K -12,144 -1%
DAS
127
Dynamic Advisor Solutions
Arizona
$26.1M +$471K +21,990 +2%
SAM
128
Sawgrass Asset Management
Florida
$26.1M +$941K +43,920 +4%
SEM
129
Strategic Equity Management
Arizona
$26.1M +$4.19M +195,693 +19%
CKAIS
130
Christensen King & Associates Investment Services
Washington
$26M -$363K -16,959 -1%
AIP
131
Almanack Investment Partners
Pennsylvania
$25.9M +$554K +25,887 +2%
PAG
132
Powers Advisory Group
Illinois
$25.8M +$136K +6,339 +0.5%
HWM
133
HRC Wealth Management
Idaho
$25M +$451K +21,078 +2%
Goldman Sachs
134
Goldman Sachs
New York
$24.8M +$724K +33,822 +3%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$24M +$1.03M +48,069 +4%
ACA
136
Ascension Capital Advisors
Texas
$23.8M -$415K -19,380 -2%
DBRC
137
D.B. Root & Company
Pennsylvania
$23.8M +$848K +39,579 +4%
SFC
138
Sprinkle Financial Consultants
Colorado
$23.1M +$14.5K +675 +0.1%
SJIM
139
St. Johns Investment Management
Florida
$22.9M -$388K -18,135 -2%
Stifel Financial
140
Stifel Financial
Missouri
$22.8M -$6.15M -287,067 -21%
CFG
141
Carr Financial Group
Massachusetts
$22.4M +$792K +36,978 +4%
AIM
142
Anchor Investment Management
South Carolina
$22.3M +$2.55M +119,295 +13%
ADL
143
Asset Dedication LLC
California
$22.2M -$621K -29,010 -3%
SLT
144
St Louis Trust
Missouri
$21.8M +$72.5K +3,384 +0.3%
VFIC
145
Valley Forge Investment Consultants
Pennsylvania
$21.5M +$286K +13,377 +1%
RCIM
146
Red Cedar Investment Management
Michigan
$21.1M -$4.07M -190,068 -16%
Osaic Holdings
147
Osaic Holdings
Arizona
$21.1M +$6.31M +294,504 +43%
PWM
148
Provident Wealth Management
Tennessee
$20.6M +$281K +13,101 +1%
SIC
149
Salem Investment Counselors
North Carolina
$20.1M -$39.8K -1,857 -0.2%
SVWAG
150
Sound View Wealth Advisors Group
Georgia
$20.1M -$592K -27,624 -3%
4 5
6
7 8