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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 %
UAG
376
United Advisor Group
Ohio
$4.76M +$317K +13,691 +7%
MWM
377
Mission Wealth Management
California
$4.76M +$7.53K +325 +0.2%
PFM
378
Peak Financial Management
Massachusetts
$4.74M -$131K -5,635 -3%
SWM
379
Shelton Wealth Management
Texas
$4.69M -$539K -23,257 -10%
MCM
380
Mengis Capital Management
Oregon
$4.64M -$163K -7,051 -3%
CP
381
Creekside Partners
California
$4.61M +$81.2K +3,504 +2%
TC
382
TownSquare Capital
Utah
$4.59M -$2.42M -104,392 -35%
RMC
383
Ring Mountain Capital
California
$4.59M +$4.59M +197,889 New
ECM
384
Exchange Capital Management
Michigan
$4.57M -$569K -24,536 -11%
DP
385
Denver PWM
Colorado
$4.56M -$141K -6,081 -3%
HKIMG
386
Hutchens & Kramer Investment Management Group
Indiana
$4.55M -$137K -5,925 -3%
VPIM
387
Vanguard Personalized Indexing Management
California
$4.53M +$29.6K +1,275 +0.7%
Bank of Montreal
388
Bank of Montreal
Ontario, Canada
$4.48M +$30.3K +1,308 +0.7%
IAN
389
Integrated Advisors Network
Texas
$4.46M +$33.9K +1,463 +0.8%
WAG
390
Winthrop Advisory Group
Massachusetts
$4.43M -$31.1K -1,341 -0.7%
Financial Engines Advisors
391
Financial Engines Advisors
California
$4.36M -$525K -22,640 -11%
CG
392
Cynosure Group
Utah
$4.31M +$13.9K +600 +0.3%
ECML
393
Eagle Capital Management (Louisiana)
Louisiana
$4.29M +$18.1K +780 +0.4%
MTIC
394
Missouri Trust & Investment Company
Missouri
$4.24M -$197K -8,517 -4%
MWM
395
Merriman Wealth Management
Washington
$4.24M +$3.38K +146 +0.1%
GGI
396
GPM Growth Investors
Michigan
$4.24M +$142K +6,135 +3%
AFP
397
Ausdal Financial Partners
Iowa
$4.22M +$107K +4,608 +3%
TWM
398
Thrive Wealth Management
Pennsylvania
$4.21M +$79K +3,409 +2%
DWM
399
Dakota Wealth Management
Florida
$4.17M +$68.1K +2,936 +2%
EWA
400
Exencial Wealth Advisors
Oklahoma
$4.16M -$363K -15,680 -8%
14 15
16
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