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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 %
BIA
151
Bell Investment Advisors
California
$19.6M +$488K +22,764 +3%
EFG
152
Ethos Financial Group
Pennsylvania
$19.5M +$950K +44,196 +5%
HCM
153
Hengehold Capital Management
Ohio
$19M -$205K -9,591 -1%
AA
154
Ancora Advisors
Ohio
$19M -$361K -16,860 -2%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$18.8M -$2.18M -101,919 -10%
Truist Financial
156
Truist Financial
North Carolina
$18.8M -$422K -19,719 -2%
CCA
157
Clearwater Capital Advisors
Illinois
$18.7M -$107K -5,001 -0.6%
LBC
158
Lowe Brockenbrough & Co
Virginia
$18.6M -$39.8K -1,851 -0.2%
WA
159
WBH Advisory
Maryland
$18.5M -$111K -5,193 -0.6%
MCM
160
MAI Capital Management
Ohio
$18.4M -$1.28M -59,889 -7%
KHC
161
Koesten Hirschmann & Crabtree
Kansas
$18.3M – – –
Fidelity Investments
162
Fidelity Investments
Massachusetts
$18.1M +$1.08M +50,349 +6%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$18.1M -$230K -10,743 -1%
BDF
164
Black Diamond Financial
Maryland
$17.8M -$588K -27,444 -3%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$17.7M -$478K -22,323 -3%
SSWM
166
Sheets Smith Wealth Management
North Carolina
$17.3M +$335K +15,642 +2%
ACM
167
Alpha Capital Management
Texas
$17.1M +$400K +18,663 +2%
NCM
168
Northwest Capital Management
Oregon
$16.7M -$4.02M -187,791 -19%
AWM
169
Abound Wealth Management
Tennessee
$16.6M -$205K -9,555 -1%
CCM
170
Coldstream Capital Management
Washington
$16.5M -$92.5K -4,317 -0.6%
EL
171
Essex LLC
Illinois
$16.3M +$1.1M +51,522 +7%
BSW
172
Buckingham Strategic Wealth
Missouri
$16.1M -$356K -16,620 -2%
LIM
173
Leavell Investment Management
Alabama
$15.6M -$16.1K -747 -0.1%
FFN
174
Focus Financial Network
Minnesota
$15M +$25.6K +1,167 +0.2%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$14.8M -$2.6M -121,557 -15%
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