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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,242 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, 450 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,242
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.96%
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
450
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$426M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$398M
3
CWM
Campbell Wealth Management
Virginia
+$347M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$207M
5
SA
Scarborough Advisors
Maryland
+$107M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$9.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$73.5M
3
DB
Dravo Bay
Delaware
-$32.1M
4
TCM
Tradewinds Capital Management
Washington
-$28.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
176
Jacobi Capital Management
Pennsylvania
$17.4M +$7.81M +345,192 +81%
QCM
177
Quantinno Capital Management
New York
$17.3M +$15.2M +670,251 +714%
AWM
178
Abound Wealth Management
Tennessee
$17.3M -$265K -11,703 -2%
FIA
179
Foundations Investment Advisors
Arizona
$16.8M +$3.46M +152,886 +26%
GIA
180
Gladstone Institutional Advisory
Florida
$16.7M +$6.83M +302,112 +69%
LIM
181
Leavell Investment Management
Alabama
$16M -$410K -18,132 -2%
FNC
182
First National Corp
Massachusetts
$15.7M +$186K +8,214 +1%
EWM
183
Empirical Wealth Management
Washington
$15.7M +$74.4K +3,291 +0.5%
CAG
184
Csenge Advisory Group
Florida
$15.5M +$10.6M +1,389,528 +215%
KAS
185
Kestra Advisory Services
Texas
$15.3M -$1.67M -73,767 -10%
FFN
186
Focus Financial Network
Minnesota
$15.2M -$313K -13,827 -2%
HPFG
187
Hart & Patterson Financial Group
Massachusetts
$15M -$567K -25,074 -4%
TIM
188
Tortoise Investment Management
New York
$14.9M -$87.1K -3,849 -0.6%
SA
189
Sanctuary Advisors
Indiana
$14.8M +$10.9M +1,378,758 +274%
PWM
190
Prosperity Wealth Management
California
$14.8M +$522K +23,076 +4%
MA
191
MCF Advisors
Kentucky
$14.3M -$277K -12,234 -2%
LCM
192
Leisure Capital Management
California
$13.9M +$160K +7,074 +1%
Northern Trust
193
Northern Trust
Illinois
$13.8M +$106K +4,701 +0.8%
FF
194
Farnam Financial
Arizona
$13.7M +$13.7M +606,825 New
AT
195
Arlington Trust
Alabama
$13.7M – – –
RWA
196
Redhawk Wealth Advisors
Minnesota
$13.6M +$684K +30,237 +5%
MBI
197
May Barnhard Investments
Maryland
$13.6M +$12.5K +552 +0.1%
LFS
198
Lutz Financial Services
Nebraska
$13.3M -$594K -26,244 -4%
TLP
199
Trinity Legacy Partners
Texas
$13.3M +$9M +1,170,267 +209%
SPC
200
Sigma Planning Corp
Michigan
$13M +$515K +22,770 +4%
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