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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 %
GSAM
276
Grant Street Asset Management
Pennsylvania
$8.35M -$32.2K -1,390 -0.4%
BAMG
277
Brand Asset Management Group
Missouri
$8.31M -$300K -12,930 -3%
AI
278
Atria Investments
North Carolina
$8.27M +$186K +8,041 +2%
EW
279
Element Wealth
Mississippi
$8.22M -$75.1K -3,241 -0.9%
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$8.21M -$2.05M -88,233 -20%
PCWA
281
Pacific Capital Wealth Advisors
California
$8.1M -$326K -14,060 -4%
LF
282
Lee Financial
Texas
$8.1M -$126K -5,416 -2%
Bank of New York Mellon
283
Bank of New York Mellon
New York
$8.08M +$2.29M +98,879 +40%
RTL
284
Red Tortoise LLC
Georgia
$8.08M -$72.8K -3,119 -0.9%
MWA
285
Muirfield Wealth Advisors
North Carolina
$8.07M -$248K -10,698 -3%
CWA
286
Consilium Wealth Advisory
Texas
$8.07M -$59.9K -2,582 -0.7%
AC
287
Attessa Capital
Arizona
$8M +$8M +345,259 New
KF
288
K2 Financial
California
$7.97M +$7.97M +345,670 New
AWS
289
Atria Wealth Solutions
New York
$7.95M +$2.32M +99,994 +41%
AIM
290
AMI Investment Management
Indiana
$7.84M -$912K -39,349 -10%
CWM
291
Castle Wealth Management
Florida
$7.82M -$1.06M -45,797 -12%
CFG
292
Clayton Financial Group
Missouri
$7.81M -$39.4K -1,700 -0.5%
OPWM
293
Oakwell Private Wealth Management
Texas
$7.71M -$109K -4,718 -1%
NA
294
Nottingham Advisors
New York
$7.7M -$1.63M -70,463 -17%
GFP
295
Guardian Financial Partners
California
$7.62M +$697K +30,059 +10%
CPL
296
CAP Partners LLC
Tennessee
$7.48M -$3.95M -170,278 -35%
NRI
297
NFP Retirement Inc
California
$7.31M -$608K -26,229 -8%
NIM
298
Nicollet Investment Management
Minnesota
$7.3M +$2.62K +113 +0%
LPT
299
Legacy Private Trust
Wisconsin
$7.27M +$71K +3,062 +1%
SP
300
SWS Partners
Ohio
$7.2M -$2.91M -125,406 -29%
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12
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