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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 %
MA
351
Mutual Advisors
Nebraska
$5.53M -$11.1M -473,943 -67%
SNWA
352
Siligmueller & Norvid Wealth Advisors
Illinois
$5.49M +$5.49M +236,891 New
SPI
353
Santori & Peters Inc
Pennsylvania
$5.48M -$59.5K -2,566 -1%
PA
354
PFG Advisors
Arizona
$5.42M +$947K +40,864 +21%
AWM
355
AE Wealth Management
Kansas
$5.38M +$4.42M +190,474 +458%
SWP
356
Stratos Wealth Partners
Ohio
$5.29M +$1.94M +83,763 +58%
NC
357
Napatree Capital
Rhode Island
$5.29M +$69.5K +3,000 +1%
FA
358
Financial Advisors
Massachusetts
$5.27M +$185K +7,962 +4%
USWG
359
U.S. Wealth Group
New York
$5.24M +$5.24M +226,012 New
BIA
360
Bigelow Investment Advisors
Maine
$5.24M -$699K -30,151 -12%
IP
361
Ignite Planners
California
$5.2M +$1.24M +52,708 +31%
AAS
362
Avantax Advisory Services
Texas
$5.19M -$742 -32 -0%
SPA
363
Sentinel Pension Advisors
Massachusetts
$5.16M -$2.37M -102,366 -32%
Susquehanna International Group
364
Susquehanna International Group
Pennsylvania
$5.14M +$4.26M +183,984 +487%
B
365
Bailard
California
$5.13M -$24K -1,036 -0.5%
GPFA
366
Game Plan Financial Advisors
Ohio
$5.12M +$1.86M +71,595 +57%
CW
367
Code Waechter
Florida
$5.07M -$105K -4,533 -2%
CWA
368
Carolina Wealth Advisors
South Carolina
$5.03M -$582K -25,096 -10%
ASN
369
Advisory Services Network
Georgia
$5.02M +$699K +30,176 +16%
VI
370
VanderPol Investments
Michigan
$5M +$1.49M +64,075 +42%
LA
371
Lifeworks Advisors
Michigan
$4.99M -$429K -18,513 -8%
BJL
372
Brighton Jones LLC
Washington
$4.9M -$24.2K -1,043 -0.5%
CWA
373
Clearview Wealth Advisors
Oregon
$4.89M +$89.4K +3,857 +2%
SIC
374
Sigma Investment Counselors
Michigan
$4.85M +$58.1K +2,505 +1%
VA
375
Valmark Advisers
Ohio
$4.83M +$340K +14,686 +8%
13 14
15
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