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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
US Bancorp
Minnesota
$1.4B
2
MGIA
Moneta Group Investment Advisors
Missouri
$579M
3
CWM
Campbell Wealth Management
Virginia
$347M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$314M
5
SA
Scarborough Advisors
Maryland
$107M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$382M
3
DB
Dravo Bay
Delaware
$1.2M
4
TCM
Tradewinds Capital Management
Washington
$4.19M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
126
Financial Management Professionals
Texas
$27M +$26.8M +1,186,590 +14,141%
AIP
127
Almanack Investment Partners
Pennsylvania
$26.6M -$733K -32,403 -3%
Stifel Financial
128
Stifel Financial
Missouri
$26.4M +$2.29M +101,040 +9%
HWM
129
HRC Wealth Management
Idaho
$26.3M -$78.6K -3,474 -0.3%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$25.8M +$496K +21,939 +2%
ACA
131
Ascension Capital Advisors
Texas
$25.8M +$693K +30,645 +3%
MIA
132
Milestone Investment Advisors
Wisconsin
$25.8M -$1.92M -84,825 -7%
BCI
133
Brinker Capital Investments
Pennsylvania
$25.6M -$2.06M -91,215 -7%
OPS
134
Orion Portfolio Solutions
Nebraska
$25.6M -$2.06M -91,215 -7%
AIM
135
Anchor Investment Management
South Carolina
$25.5M +$1.92M +84,831 +8%
DBRC
136
D.B. Root & Company
Pennsylvania
$25.4M +$301K +13,308 +1%
SFC
137
Sprinkle Financial Consultants
Colorado
$24.4M -$7.33K -324 -0%
SLT
138
St Louis Trust
Missouri
$24.1M +$1.07M +47,454 +5%
AF
139
Allworth Financial
California
$23.8M -$11.1M -490,437 -32%
SJIM
140
St. Johns Investment Management
Florida
$23.3M -$885K -39,120 -4%
VFIC
141
Valley Forge Investment Consultants
Pennsylvania
$23.1M +$426K +18,843 +2%
SVWAG
142
Sound View Wealth Advisors Group
Georgia
$22.7M +$1.43M +63,201 +7%
PWM
143
Provident Wealth Management
Tennessee
$22.6M +$937K +41,445 +4%
BIA
144
Bell Investment Advisors
California
$22.3M +$1.59M +70,302 +8%
Goldman Sachs
145
Goldman Sachs
New York
$22M -$4.18M -185,001 -16%
SFG
146
SNS Financial Group
Minnesota
$21.5M -$8.7M -384,831 -29%
CFIA
147
Cantor Fitzgerald Investment Advisors
New York
$21.5M +$9.66M +427,107 +81%
RCIM
148
Red Cedar Investment Management
Michigan
$21.3M -$993K -43,905 -4%
SIC
149
Salem Investment Counselors
North Carolina
$21.1M -$105K -4,638 -0.5%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$20.9M +$1.79M +79,245 +9%
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