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.

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
1
Charles Schwab
California
$9.58B
2
US Bancorp
2
US Bancorp
Minnesota
$920M
3
KOC
3
Koss-Olinger Consulting
Florida
$206M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$126M
5
AT
5
American Trust
Kentucky
$81.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
CWM
2
Campbell Wealth Management
Virginia
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$431M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$64.3M
5
FMP
5
Financial Management Professionals
Texas
$180K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$9.58B 149,100,605 +98,682,189 +196%
Creative Planning
2
Creative Planning
Kansas
$1.81B 28,210,509 -126,450 -0.4%
US Bancorp
3
US Bancorp
Minnesota
$920M 14,318,137 +14,220,295 +14,534%
SEI Investments
4
SEI Investments
Pennsylvania
$805M 12,528,428 -171,433 -1%
HSA
5
HBK Sorce Advisory
Pennsylvania
$681M 10,593,466 +68,856 +0.7%
SFG
6
Sage Financial Group
Pennsylvania
$538M 8,378,315 +208,308 +3%
MGIA
7
Moneta Group Investment Advisors
Missouri
$514M 7,998,743 +215,701 +3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$431M 6,711,162 -543,524 -7%
UBS Group
9
UBS Group
Switzerland
$397M 6,177,631 -349,358 -5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$379M 5,898,131 +709,943 +14%
Cerity Partners
11
Cerity Partners
New York
$363M 5,650,043 +174,740 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$353M 5,494,440 -360,531 -6%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$304M 4,737,163 -240,733 -5%
PCIA
14
Prime Capital Investment Advisors
Kansas
$255M 3,969,319 +792,394 +25%
D
15
Diversified
Delaware
$251M 3,904,509 +182,244 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$234M 3,637,235 -33,273 -0.9%
Mariner
17
Mariner
Kansas
$217M 3,375,098 -22,076 -0.6%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$213M 3,322,549 -345,372 -9%
ML
19
McAdam LLC
Pennsylvania
$207M 3,218,870 +169,294 +6%
KOC
20
Koss-Olinger Consulting
Florida
$206M 3,204,125 +3,204,125 New
AssetMark Inc
21
AssetMark Inc
California
$200M 3,110,538 +334,245 +12%
JFG
22
JMG Financial Group
Illinois
$183M 2,847,600 -24,882 -0.9%
BPA
23
Beacon Pointe Advisors
California
$147M 2,291,938 -31,869 -1%
LPL Financial
24
LPL Financial
California
$141M 2,195,722 -28,548 -1%
AA
25
Apriem Advisors
California
$129M 2,003,862 -44,278 -2%
1
2 3 4 5