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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
+$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 %
AQR Capital Management
201
AQR Capital Management
Connecticut
$13M +$1.18M +51,996 +10%
AIA
202
Arcadia Investment Advisors
Idaho
$12.8M +$344K +15,216 +3%
IRC
203
Investors Research Corp
Georgia
$12.8M +$845K +37,362 +7%
CCA
204
Cobblestone Capital Advisors
New York
$12.8M -$219K -9,693 -2%
IA
205
IFP Advisors
Florida
$12.8M +$585K +25,845 +5%
SFPM
206
Sensible Financial Planning & Management
Massachusetts
$11.9M -$541K -23,910 -4%
PWM
207
Perigon Wealth Management
California
$11.9M +$5.68M +250,932 +91%
SWM
208
SigFig Wealth Management
California
$11.8M +$3.27M +152,397 +38%
ACG
209
Allen Capital Group
Nebraska
$11.7M -$107K -4,725 -0.9%
EA
210
Enclave Advisors
Texas
$11.6M +$11.6M +512,028 New
LPAM
211
Lodestar Private Asset Management
California
$11.4M +$282K +12,453 +3%
VCM
212
Vivaldi Capital Management
Illinois
$11.4M +$136K +6,024 +1%
CPL
213
CAP Partners LLC
Tennessee
$11.2M -$140K -6,192 -1%
GC
214
Grimes & Company
Massachusetts
$11.1M +$296K +13,080 +3%
NSAM
215
North Star Asset Management
Wisconsin
$11M -$35.4K -1,566 -0.3%
FC
216
Forte Capital
New York
$10.9M -$226K -10,005 -2%
VC
217
Veery Capital
Delaware
$10.9M -$23.7M -1,046,061 -69%
GCM
218
G2 Capital Management
Ohio
$10.8M -$12.1K -537 -0.1%
BTWM
219
Brass Tax Wealth Management
Ohio
$10.7M +$10.7M +475,143 New
MFA
220
Morling Financial Advisors
California
$10.7M -$80.1K -3,543 -0.7%
NA
221
NewEdge Advisors
Louisiana
$10.5M +$1.05M +46,524 +11%
PCMC
222
Private Capital Management (Colorado)
Colorado
$10.5M -$1.6M -70,893 -13%
PAG
223
Private Advisor Group
New Jersey
$10.5M -$363K -16,080 -3%
PA
224
Planning Alternatives
Michigan
$10.3M -$308K -13,620 -3%
NP
225
NorthRock Partners
Minnesota
$10.3M +$607K +26,826 +6%
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