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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
US Bancorp
Minnesota
$4.78B
2
DE
Diversified Enterprises
Delaware
$345M
3
EF
Empowered Funds
Pennsylvania
$67.1M
4
WSFS
Wilmington Savings Fund Society
Delaware
$36.3M
5
ATPW
Ashton Thomas Private Wealth
Arizona
$33.5M

Top Sellers

1
MGIA
Moneta Group Investment Advisors
Missouri
$608M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$276M
3
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$34.7M
4
CPIG
Chicago Partners Investment Group
Illinois
$32.4M
5
ECG
Edge Capital Group
Georgia
$3.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
401
Waterloo Capital
Texas
$4.08M +$5.12K +221 +0.1%
AWM
402
Axxcess Wealth Management
California
$4.08M -$718K -30,964 -15%
IC
403
IEQ Capital
California
$4.07M -$286K -12,320 -7%
APSI
404
Asset Planning Services Inc
Louisiana
$4.06M +$50.4K +2,173 +1%
AMG
405
Asset Management Group
Connecticut
$4.05M +$39.5K +1,706 +1%
AC
406
AlphaCore Capital
California
$4.02M -$286K -12,351 -7%
PA
407
Procyon Advisors
Connecticut
$4.01M -$109K -4,702 -3%
Pathstone Holdings
408
Pathstone Holdings
New Jersey
$3.99M – – –
HFS
409
Hantz Financial Services
Michigan
$3.96M -$66K -2,846 -2%
SHJ
410
Sharkey, Howes & Javer
Colorado
$3.95M -$111K -4,797 -3%
CPA
411
Cathy Pareto & Associates
Florida
$3.93M +$3.93M +169,634 New
MWM
412
Meridian Wealth Management
Kentucky
$3.92M -$165K -7,130 -4%
HCM
413
Hollencrest Capital Management
California
$3.9M -$2.02K -87 -0.1%
SG
414
Somerset Group
Minnesota
$3.86M -$38.1K -1,644 -1%
JWBC
415
John W. Brooker & Co
California
$3.85M +$315K +13,600 +9%
SHGA
416
Sand Hill Global Advisors
California
$3.85M +$89.8K +3,875 +2%
RWP
417
RWA Wealth Partners
Massachusetts
$3.84M -$76.7K -3,308 -2%
MW
418
Maia Wealth
Colorado
$3.82M -$9.55M -401,441 -71%
TPCW
419
TD Private Client Wealth
New York
$3.81M +$137K +5,907 +4%
EWM
420
Elmwood Wealth Management
California
$3.8M -$59.3K -2,558 -2%
FVIM
421
Fort Vancouver Investment Management
Washington
$3.78M -$20.5K -883 -0.5%
FFA
422
First Foundation Advisors
California
$3.76M +$47.8K +2,062 +1%
MIA
423
MeadowBrook Investment Advisors
Michigan
$3.73M -$101K -4,360 -3%
ZIM
424
Zacks Investment Management
Illinois
$3.72M +$157K +6,761 +4%
NGA
425
Naples Global Advisors
Florida
$3.72M -$197K -8,520 -5%
15 16
17
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