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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 %
VWA
451
VERITY Wealth Advisors
United States
$3.12M – – –
1WM
452
1900 Wealth Management
Texas
$3.11M +$58.6K +2,527 +2%
FCI
453
Financial Counselors Inc
Kansas
$3.1M -$11.8K -509 -0.4%
OCM
454
One Capital Management
California
$3.1M -$117K -5,059 -4%
ECG
455
Edge Capital Group
Georgia
$3.09M -$44.2M -130,040 -93%
BFM
456
Broadview Financial Management
Wisconsin
$3.08M -$111K -4,810 -3%
MAMG
457
Milestone Asset Management Group
Connecticut
$3.06M +$3.06M +132,153 New
VWA
458
Visionary Wealth Advisors
Illinois
$3.06M +$170K +7,350 +6%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$3.02M -$305K -13,074 -9%
VAF
460
Values Added Financial
District of Columbia
$3.01M -$30K -1,295 -1%
CMBA
461
C.M. Bidwell & Associates
Hawaii
$3.01M -$108K -4,678 -3%
RC
462
Roundview Capital
New Jersey
$2.99M +$8.02K +346 +0.3%
JFGLC
463
Johnson Financial Group LLC (Colorado)
Colorado
$2.98M +$99.1K +4,276 +3%
AWM
464
Avior Wealth Management
Nebraska
$2.96M -$99.8K -4,307 -3%
Lazard Asset Management
465
Lazard Asset Management
New York
$2.94M – – –
BFG
466
Bleakley Financial Group
New Jersey
$2.94M +$47.8K +2,064 +2%
WWM
467
Western Wealth Management
Colorado
$2.91M -$3.02M -130,463 -51%
DAS
468
Diversify Advisory Services
Utah
$2.89M -$5.9M -256,135 -67%
MFWP
469
Mosaic Family Wealth Partners
Missouri
$2.88M -$57.9K -2,498 -2%
BCM
470
Brookstone Capital Management
Illinois
$2.87M -$165K -7,110 -5%
HC
471
Hurley Capital
New York
$2.87M +$2.87M +122,208 New
KCM
472
Kathmere Capital Management
Pennsylvania
$2.86M -$118K -5,080 -4%
GHA
473
GW Henssler & Associates
Georgia
$2.84M -$5.86M -86,326 -67%
FCC
474
Flower City Capital
New York
$2.83M -$232K -10,024 -8%
PAI
475
Pittenger & Anderson Inc
Nebraska
$2.81M +$134K +5,791 +5%
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