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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 %
CG
251
Caprock Group
Idaho
$9.83M +$4.71K +203 +0%
FF
252
Farrell Financial
New York
$9.79M -$19.6M -843,469 -67%
RFA
253
RTD Financial Advisors
Pennsylvania
$9.62M +$367K +15,838 +4%
AWE
254
Avidian Wealth Enterprises
Texas
$9.52M -$67.9K -2,929 -0.7%
AFA
255
AA Financial Advisors
Ohio
$9.45M +$122K +5,283 +1%
USWIA
256
UP Strategic Wealth Investment Advisors
Pennsylvania
$9.39M +$8.53K +368 +0.1%
ADL
257
Asset Dedication LLC
California
$9.31M -$12M -518,316 -56%
Two Sigma Investments
258
Two Sigma Investments
New York
$9.26M +$9.26M +399,336 New
LSAG
259
Lake Street Advisors Group
New Hampshire
$9.24M -$360K -15,545 -4%
MF
260
Montis Financial
Massachusetts
$9.21M -$159K -6,861 -2%
CFA
261
Cahill Financial Advisors
Minnesota
$9.21M -$899K -38,775 -9%
SAI
262
Savvy Advisors Inc
New York
$9.17M +$1.89M +81,607 +26%
MML Investors Services
263
MML Investors Services
Massachusetts
$9.13M +$599K +25,853 +7%
LWM
264
LongView Wealth Management
Georgia
$9.12M +$245K +10,588 +3%
Lido Advisors
265
Lido Advisors
California
$8.87M +$4.43M +190,948 +100%
MA
266
MBA Advisors
Pennsylvania
$8.84M +$158K +6,821 +2%
FLPIM
267
F.L. Putnam Investment Management
Massachusetts
$8.83M +$683K +29,445 +8%
CIA
268
Concurrent Investment Advisors
Florida
$8.69M +$8.69M +374,783 New
PIMG
269
Patriot Investment Management Group
Tennessee
$8.58M +$186K +8,035 +2%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$8.57M -$55.4K -2,391 -0.6%
VWA
271
VSM Wealth Advisory
Maryland
$8.54M +$8.54M +368,539 New
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$8.43M -$146K -6,306 -2%
SWA
273
SFMG Wealth Advisors
Texas
$8.42M +$1.78M +76,889 +27%
RG
274
Raine Group
New York
$8.41M +$49.5K +2,135 +0.6%
EWP
275
Elevation Wealth Partners
California
$8.37M +$175K +7,547 +2%
9 10
11
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