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
Charles Schwab
California
$9.58B
2
US Bancorp
US Bancorp
Minnesota
$920M
3
KOC
Koss-Olinger Consulting
Florida
$206M
4
BWA
BlueSky Wealth Advisors
North Carolina
$126M
5
AT
American Trust
Kentucky
$81.4M

Top Sellers

1
CWM
Campbell Wealth Management
Virginia
$0
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
3
IWC
Integrated Wealth Concepts
Massachusetts
$64.3M
4
FMP
Financial Management Professionals
Texas
$180K
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
176
Empirical Wealth Management
Washington
$14.8M +$45.9K +2,142 +0.3%
HPFG
177
Hart & Patterson Financial Group
Massachusetts
$14.8M -$291K -13,578 -2%
FNC
178
First National Corp
Massachusetts
$14.7M +$142K +6,642 +1%
TFA
179
Transamerica Financial Advisors
Florida
$14.5M – – –
KAS
180
Kestra Advisory Services
Texas
$14.4M +$11M +573,705 +327%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$14.3M +$1.58M +73,656 +12%
TIM
182
Tortoise Investment Management
New York
$14.2M +$1.27M +59,220 +10%
MA
183
MCF Advisors
Kentucky
$13.8M -$63.6K -2,970 -0.5%
CAG
184
Csenge Advisory Group
Florida
$13.8M +$311K +14,538 +2%
VFPW
185
Vantage Financial Partners (Wisconsin)
Wisconsin
$13.6M +$235K +10,965 +2%
PWM
186
Prosperity Wealth Management
California
$13.5M -$3M -139,914 -18%
FFA
187
Farther Finance Advisors
California
$13.2M +$79.4K +3,696 +0.6%
LFS
188
Lutz Financial Services
Nebraska
$13.2M -$452K -21,108 -3%
LCM
189
Leisure Capital Management
California
$13M -$148K -6,918 -1%
AT
190
Arlington Trust
Alabama
$13M +$19.7K +921 +0.2%
Northern Trust
191
Northern Trust
Illinois
$13M +$853K +39,837 +7%
MBI
192
May Barnhard Investments
Maryland
$12.8M -$585K -27,303 -4%
FIA
193
Foundations Investment Advisors
Arizona
$12.6M +$2.99M +139,656 +31%
CCA
194
Cobblestone Capital Advisors
New York
$12.4M -$4.75M -221,799 -28%
RWA
195
Redhawk Wealth Advisors
Minnesota
$12.3M +$1.53M +71,277 +14%
TLP
196
Trinity Legacy Partners
Texas
$12M +$122K +5,688 +1%
SPC
197
Sigma Planning Corp
Michigan
$11.9M +$221K +10,305 +2%
AIA
198
Arcadia Investment Advisors
Idaho
$11.8M -$1M -46,887 -8%
SFPM
199
Sensible Financial Planning & Management
Massachusetts
$11.8M -$120K -5,592 -1%
IA
200
IFP Advisors
Florida
$11.6M +$233K +10,872 +2%
6 7
8
9 10