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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 %
WIA
426
World Investment Advisors
California
$3.7M +$214K +9,225 +6%
SFS
427
Summit Financial Strategies
Ohio
$3.68M -$37.4K -1,613 -1%
CA
428
CoreCap Advisors
Michigan
$3.63M +$2.56M +110,309 +238%
CFG
429
Chapman Financial Group
Hawaii
$3.62M +$3.62M +156,110 New
PCM
430
Poehling Capital Management
Wisconsin
$3.56M -$23 -1 -0%
HMS
431
Hanseatic Management Services
New Mexico
$3.56M -$89.4K -3,855 -2%
RWB
432
RMR Wealth Builders
New Jersey
$3.5M +$2.84M +122,705 +436%
NCM
433
Next Capital Management
New York
$3.45M +$51.3K +2,214 +2%
SFS
434
Sowell Financial Services
Arkansas
$3.42M +$3.42M +147,417 New
SPFA
435
Summit Place Financial Advisors
New Jersey
$3.39M -$335K -14,461 -9%
AWM
436
Apex Wealth Management
New Hampshire
$3.38M +$3.38M +145,902 New
SCP
437
Stevens Capital Partners
Nebraska
$3.37M +$678K +29,270 +25%
ES
438
ETF Store
Kansas
$3.32M -$206K -8,906 -6%
PIA
439
Pinion Investment Advisors
Kansas
$3.31M -$287K -12,360 -8%
BFA
440
Beaumont Financial Advisors
Massachusetts
$3.31M -$241K -10,408 -7%
RF
441
RHS Financial
California
$3.3M -$504K -21,751 -13%
CCWA
442
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.23M +$470K +20,255 +17%
AMG
443
Advisors Management Group
Wisconsin
$3.23M +$346K +14,944 +12%
FA
444
Fagan Associates
New York
$3.21M -$33.9K -1,463 -1%
CB
445
Commerce Bank
Missouri
$3.15M – – –
SWM
446
Stockman Wealth Management
Montana
$3.15M +$1.07M +46,330 +52%
CCM
447
Condor Capital Management
New Jersey
$3.14M -$15.3K -659 -0.5%
EFP
448
Elser Financial Planning
Indiana
$3.14M -$84.6K -3,648 -3%
PAYA
449
Phil A. Younker & Associates
Alaska
$3.13M +$3.13M +135,228 New
VFA
450
Valeo Financial Advisors
Indiana
$3.13M -$75.9K -3,273 -2%
16 17
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