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September 2026 Schwab Clients Buy ETFs, SPCX, NVDA; Meta, AMD Top Sells

Bullish Gator

Schwab data shows heavy ETF inflows in September; top buys include SpaceX (SPCX), Amazon, Broadcom, Nvidia. Profit-taking hit Meta, AMD, Palantir, Intel amid macro caution and momentum unwinding.

Editorial companion

What stands out

Schwab client trading in September showed a clear tilt toward diversification: several ETFs drew unusually large inflows and five different ETFs made the top-10 buys rather than a single crowded winner. Joe Mazzola called out a pattern of profit-taking in big-name AI and chip stocks while clients rotated into SpaceX (SPCX), Nvidia (NVDA), Amazon (AMZN), and Broadcom (AVGO). The clip’s most interesting bit is that the flow data combines active profit-taking in momentum names with a broad ETF sweep, a mix that helps explain both the top buys and the top sells.