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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 %
CPRC
326
Consolidated Portfolio Review Corp
New York
$6.31M +$359K +15,466 +6%
CWA
327
Cornerstone Wealth Advisors
Minnesota
$6.31M -$283K -12,208 -4%
SF
328
Summit Financial
New Jersey
$6.25M +$1.9M +82,150 +44%
BAM
329
Berkshire Asset Management
Pennsylvania
$6.24M -$166K -6,863 -3%
TI
330
Truepoint Inc
Ohio
$6.18M -$458K -19,776 -7%
PFM
331
Phillips Financial Management
Indiana
$5.98M +$950 +41 +0%
PA
332
Parallel Advisors
California
$5.96M +$547K +23,598 +10%
VAMG
333
Voisard Asset Management Group
Michigan
$5.96M -$3.86M -166,549 -39%
TSWM
334
Triangle Securities Wealth Management
North Carolina
$5.95M +$86K +3,711 +1%
Kovitz Investment Group Partners
335
Kovitz Investment Group Partners
Illinois
$5.93M +$1.52M +65,582 +34%
DSA
336
Droms Strauss Advisors
Missouri
$5.91M -$116K -5,008 -2%
AL
337
Aspiriant LLC
California
$5.91M -$48K -2,072 -0.8%
KFC
338
Klingenstein Fields & Co
New York
$5.87M -$79.6K -3,433 -1%
SMA
339
Sage Mountain Advisors
Georgia
$5.79M +$23 +1 +0%
WAG
340
Windsor Advisory Group
Ohio
$5.75M +$3.43M +147,825 +148%
BRWA
341
B. Riley Wealth Advisors
Florida
$5.66M -$2.06M -88,668 -27%
B
342
Birchbrook
Maine
$5.65M -$139K -6,012 -2%
VST
343
Van Strum & Towne
California
$5.65M +$264K +11,399 +5%
SEIA
344
Signature Estate & Investment Advisors
California
$5.64M -$374K -16,116 -6%
BI
345
Berkeley Inc
Idaho
$5.64M -$4.39M -189,210 -44%
KF
346
Krilogy Financial
Missouri
$5.61M -$1.69M -72,901 -23%
OFG
347
Omega Financial Group
California
$5.6M -$129K -5,561 -2%
TWP
348
Tempus Wealth Planning
California
$5.57M +$12K +519 +0.2%
VCAM
349
Van Cleef Asset Management
Ohio
$5.56M +$64.4K +2,780 +1%
PWM
350
Paulson Wealth Management
Illinois
$5.54M -$459K -19,781 -8%
12 13
14
15 16