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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,345 hedge funds and large institutions have $25.2B invested in Schwab US Large- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 448 increasing their positions, 530 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,345
Holders Change
+104
Holders Change %
+8.38%
% of All Funds
17.91%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
2.7%
New
189
Increased
448
Reduced
530
Closed
61
Calls
$1.65M
Puts
$93K
Net Calls
+$1.56M
Net Calls Change
-$684K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$4.78B
2
DE
2
Diversified Enterprises
Delaware
$345M
3
EF
3
Empowered Funds
Pennsylvania
$67.1M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$36.3M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$33.5M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$608M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$276M
3
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$34.7M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$32.4M
5
ECG
5
Edge Capital Group
Georgia
$3.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Grimes & Company
Massachusetts
$12.4M +$971K +41,894 +9%
FFG
227
Floyd Financial Group
Missouri
$12.3M +$12.3M +535,768 New
EF
228
Envision Financial
Wisconsin
$12.2M +$12.2M +527,055 New
EA
229
Enclave Advisors
Texas
$11.9M +$39K +1,684 +0.3%
SFPM
230
Sensible Financial Planning & Management
Massachusetts
$11.8M -$435K -18,756 -4%
ACG
231
Allen Capital Group
Nebraska
$11.8M -$187K -8,060 -2%
BTWM
232
Brass Tax Wealth Management
Ohio
$11.6M +$562K +24,233 +5%
PAG
233
Private Advisor Group
New Jersey
$11.5M +$718K +30,967 +7%
LPAM
234
Lodestar Private Asset Management
California
$11.5M -$222K -9,594 -2%
NSAM
235
North Star Asset Management
Wisconsin
$11.3M +$7.33K +316 +0.1%
NA
236
NewEdge Advisors
Louisiana
$11.3M +$478K +20,606 +4%
GCM
237
G2 Capital Management
Ohio
$11M -$63.5K -2,738 -0.6%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$10.8M +$534K +23,024 +5%
CFO
239
CVA Family Office
Colorado
$10.8M +$1M +43,230 +10%
MFA
240
Morling Financial Advisors
California
$10.8M -$108K -4,654 -1%
RWP
241
Revolve Wealth Partners
New Jersey
$10.8M +$524K +22,621 +5%
NP
242
NorthRock Partners
Minnesota
$10.6M +$62.8K +2,708 +0.6%
FC
243
Forte Capital
New York
$10.3M -$819K -35,334 -7%
CHA
244
Cooper/Haims Advisors
New York
$10.3M -$201K -8,658 -2%
AMM
245
American Money Management
California
$10.3M +$138K +5,938 +1%
PA
246
Planning Alternatives
Michigan
$10.2M -$360K -15,523 -3%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$10.2M -$144K -6,231 -1%
PCMC
248
Private Capital Management (Colorado)
Colorado
$10.1M -$660K -28,484 -6%
SFWC
249
Strategic Family Wealth Counselors
New Jersey
$10.1M -$110K -4,729 -1%
RWRC
250
R.W. Roge & Company
New York
$9.98M -$90K -3,882 -0.9%
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