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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.

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
1
US Bancorp
Minnesota
$1.4B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$579M
3
CWM
3
Campbell Wealth Management
Virginia
$347M
4
DE
4
Diversified Enterprises
Delaware
$269M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$314M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$382M
3
DB
3
Dravo Bay
Delaware
$1.2M
4
TCM
4
Tradewinds Capital Management
Washington
$4.19M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.89B 27,919,139 -291,370 -1%
US Bancorp
2
US Bancorp
Minnesota
$1.4B 20,593,427 +6,275,290 +44%
SEI Investments
3
SEI Investments
Pennsylvania
$838M 12,352,063 -176,365 -1%
HSA
4
HBK Sorce Advisory
Pennsylvania
$722M 10,636,581 +43,115 +0.4%
MGIA
5
Moneta Group Investment Advisors
Missouri
$579M 25,610,568 +17,611,825 +220%
SFG
6
Sage Financial Group
Pennsylvania
$567M 8,353,812 -24,503 -0.3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$439M 6,476,490 +578,359 +10%
Cerity Partners
8
Cerity Partners
New York
$422M 6,217,901 +567,858 +10%
UBS Group
9
UBS Group
Switzerland
$405M 5,974,397 -203,234 -3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$382M 5,627,827 -1,083,335 -16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$350M 5,162,110 -332,330 -6%
CWM
12
Campbell Wealth Management
Virginia
$347M 5,109,323 +5,109,323 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$314M 13,916,846 +9,179,683 +194%
D
14
Diversified
Delaware
$269M 3,966,741 +62,232 +2%
DE
15
Diversified Enterprises
Delaware
$269M 3,966,741 +3,966,741 New
PCIA
16
Prime Capital Investment Advisors
Kansas
$261M 3,839,386 -129,933 -3%
HighTower Advisors
17
HighTower Advisors
Illinois
$249M 3,666,338 +29,103 +0.8%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$228M 3,353,301 +30,752 +0.9%
ML
19
McAdam LLC
Pennsylvania
$226M 3,330,253 +111,383 +3%
Mariner
20
Mariner
Kansas
$226M 3,326,538 -48,560 -1%
KOC
21
Koss-Olinger Consulting
Florida
$218M 3,219,612 +15,487 +0.5%
AssetMark Inc
22
AssetMark Inc
California
$213M 3,133,410 +22,872 +0.7%
JFG
23
JMG Financial Group
Illinois
$191M 2,818,327 -29,273 -1%
LPL Financial
24
LPL Financial
California
$153M 2,249,880 +54,158 +2%
BPA
25
Beacon Pointe Advisors
California
$145M 2,132,620 -159,318 -7%
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