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
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 %
EFG
151
Ethos Financial Group
Pennsylvania
$20.9M +$295K +13,023 +1%
ADL
152
Asset Dedication LLC
California
$20.8M -$2.68M -118,716 -11%
CFG
153
Carr Financial Group
Massachusetts
$20.7M -$2.98M -131,856 -13%
SFMG
154
Sage Financial Management Group
Virginia
$20.5M +$20.5M +905,364 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$20.2M +$328K +14,499 +2%
CCA
156
Clearwater Capital Advisors
Illinois
$20.1M +$399K +17,649 +2%
LBC
157
Lowe Brockenbrough & Co
Virginia
$20.1M +$454K +20,061 +2%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$20M +$1.4M +61,917 +8%
HCM
159
Hengehold Capital Management
Ohio
$19.8M -$277K -12,249 -1%
AA
160
Ancora Advisors
Ohio
$19.8M -$323K -14,268 -2%
WA
161
WBH Advisory
Maryland
$19.6M +$95.1K +4,203 +0.5%
EL
162
Essex LLC
Illinois
$19.6M +$2.44M +107,961 +14%
Osaic Holdings
163
Osaic Holdings
Arizona
$19.4M -$2.87M -127,029 -13%
KHC
164
Koesten Hirschmann & Crabtree
Kansas
$19.2M -$766K -33,867 -4%
BBPWM
165
Blue Bell Private Wealth Management
Pennsylvania
$19M -$78K -3,450 -0.4%
Truist Financial
166
Truist Financial
North Carolina
$18.9M -$883K -39,039 -4%
MCM
167
MAI Capital Management
Ohio
$18.9M -$579K -25,581 -3%
BDF
168
Black Diamond Financial
Maryland
$18.7M -$143K -6,303 -0.8%
Jones Financial Companies
169
Jones Financial Companies
Missouri
$18.4M +$3.37M +149,415 +22%
SSWM
170
Sheets Smith Wealth Management
North Carolina
$18.3M -$9.97K -441 -0.1%
CCM
171
Coldstream Capital Management
Washington
$18.1M +$2.11M +101,541 +13%
ACA
172
Aptus Capital Advisors
Alabama
$18.1M +$439K +58,233 +2%
NCM
173
Northwest Capital Management
Oregon
$18M +$317K +13,998 +2%
ACM
174
Alpha Capital Management
Texas
$18M -$92K -4,068 -0.5%
TFA
175
Transamerica Financial Advisors
Florida
$17.8M +$2.44M +107,802 +16%
5 6
7
8 9