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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 %
CWM
301
Circle Wealth Management
New Jersey
$7.18M -$96.2K -4,152 -1%
WCFA
302
Walkner Condon Financial Advisors
Wisconsin
$7.17M -$227K -9,780 -3%
BIP
303
Blueprint Investment Partners
North Carolina
$7.15M +$4.93M +212,676 +222%
WA
304
Waverly Advisors
Alabama
$7.12M +$71.8K +3,099 +1%
MHR
305
Matthew Hamilton Rosenberg
$7.03M -$106K -4,577 -1%
VT
306
Vise Technologies
New York
$6.86M +$575K +24,814 +9%
IWMA
307
Ironwood Wealth Management (Arizona)
Arizona
$6.83M -$819K -35,327 -11%
HG
308
Harbor Group
New Hampshire
$6.82M -$41.8K -1,804 -0.6%
KAS
309
Kestra Advisory Services
Texas
$6.8M -$8.85M -382,000 -57%
EH
310
Equitable Holdings
New York
$6.8M -$1.23M -53,163 -15%
EWA
311
EP Wealth Advisors
California
$6.74M +$210K +9,069 +3%
ACM
312
Arcataur Capital Management
Wisconsin
$6.73M -$57.7K -2,490 -0.9%
FSWA
313
Financial Synergies Wealth Advisors
Texas
$6.7M -$22.8K -982 -0.3%
BCP
314
Blackhawk Capital Partners
Wisconsin
$6.66M -$999K -43,086 -13%
BCWM
315
Bartlett & Co Wealth Management
Ohio
$6.65M +$16.4K +706 +0.2%
ELM
316
Elite Life Management
Florida
$6.64M +$1.25M +53,714 +23%
ATWA
317
Arbor Trust Wealth Advisors
Michigan
$6.63M -$45.9K -1,978 -0.7%
MW
318
MBL Wealth
North Carolina
$6.63M +$3.71K +160 +0.1%
GCA
319
Gradient Capital Advisors
California
$6.57M -$158K -6,801 -2%
TPA
320
Trivium Point Advisory
Connecticut
$6.53M -$12.1M -522,489 -65%
BCM
321
Barden Capital Management
Texas
$6.45M +$257K +11,069 +4%
CFMC
322
Curbstone Financial Management Corp
New Hampshire
$6.44M +$3.71K +160 +0.1%
MAS
323
Madden Advisory Services
Florida
$6.42M -$53.4K -2,305 -0.8%
MWM
324
MinichMacGregor Wealth Management
New York
$6.38M -$441K -19,026 -6%
LFGO
325
Legacy Financial Group (Oklahoma)
Oklahoma
$6.33M -$12.8M -552,759 -67%
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