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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
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 %
PCMC
201
Private Capital Management (Colorado)
Colorado
$11.5M -$540K -25,209 -4%
IRC
202
Investors Research Corp
Georgia
$11.3M +$604K +28,185 +6%
CFIA
203
Cantor Fitzgerald Investment Advisors
New York
$11.2M -$1.48M -68,934 -12%
AQR Capital Management
204
AQR Capital Management
Connecticut
$11.2M +$1.1M +51,366 +11%
ACG
205
Allen Capital Group
Nebraska
$11.1M +$38.5K +1,797 +0.3%
PWA
206
Pillar Wealth Advisors
Pennsylvania
$11.1M -$8.41M -392,763 -43%
RWP
207
Revolve Wealth Partners
New Jersey
$10.9M -$397K -18,546 -4%
NA
208
Nottingham Advisors
New York
$10.9M -$486K -22,710 -4%
CPL
209
CAP Partners LLC
Tennessee
$10.7M +$433K +20,196 +4%
VCM
210
Vivaldi Capital Management
Illinois
$10.7M +$272K +12,702 +3%
LPAM
211
Lodestar Private Asset Management
California
$10.5M -$290K -13,563 -3%
FC
212
Forte Capital
New York
$10.5M +$63.5K +2,967 +0.6%
NSAM
213
North Star Asset Management
Wisconsin
$10.5M +$84.8K +3,960 +0.8%
PAG
214
Private Advisor Group
New Jersey
$10.3M +$2.97M +138,525 +41%
GC
215
Grimes & Company
Massachusetts
$10.3M +$64.4K +3,006 +0.6%
GCM
216
G2 Capital Management
Ohio
$10.2M -$254K -11,868 -2%
MFA
217
Morling Financial Advisors
California
$10.2M -$39.7K -1,854 -0.4%
SA
218
Sanctuary Advisors
Indiana
$10.1M +$10.1M +502,905 New
PA
219
Planning Alternatives
Michigan
$10M -$578K -26,997 -5%
MML Investors Services
220
MML Investors Services
Massachusetts
$9.99M -$509K -23,748 -5%
MF
221
Montis Financial
Massachusetts
$9.9M -$442K -20,640 -4%
CHA
222
Cooper/Haims Advisors
New York
$9.81M -$1.04M -48,708 -10%
NIC
223
Northwest Investment Counselors
Oregon
$9.69M +$110K +5,127 +1%
RWRC
224
R.W. Roge & Company
New York
$9.62M -$801K -37,410 -8%
SP
225
SWS Partners
Ohio
$9.57M -$3.01M -140,451 -24%
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