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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.

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 %
BPA
26
Beacon Pointe Advisors
California
$143M -$4.94M -212,940 -3%
Morgan Stanley
27
Morgan Stanley
New York
$143M +$14.5M +626,387 +11%
Betterment LLC
28
Betterment LLC
New York
$140M +$1.39M +59,915 +1%
BWA
29
BlueSky Wealth Advisors
North Carolina
$139M +$1.45M +62,511 +1%
GG
30
Greenwood Gearhart
Arkansas
$137M +$14.6M +629,120 +12%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$136M +$9.69M +417,864 +8%
AA
32
Apriem Advisors
California
$136M +$854K +36,828 +0.6%
EWM
33
Evermay Wealth Management
Virginia
$118M -$1.32M -56,834 -1%
JIC
34
Johnson Investment Counsel
Ohio
$109M +$12.6M +542,552 +13%
NQWM
35
Northwest Quadrant Wealth Management
Oregon
$108M +$1.56M +67,336 +1%
OWM
36
Orgel Wealth Management
Wisconsin
$107M +$2.1M +90,609 +2%
Corient Private Wealth
37
Corient Private Wealth
Florida
$106M -$9.3M -433,237 -8%
FEG
38
Fund Evaluation Group
Ohio
$97.4M +$27.2M +1,171,590 +39%
RWM
39
RKL Wealth Management
Pennsylvania
$95.5M -$15.4M -663,025 -14%
CAM
40
Cresset Asset Management
Illinois
$90M -$36.5M -1,576,236 -29%
CRC
41
Curi RMB Capital
Illinois
$88.8M -$2.88M -124,032 -3%
SCM
42
Steele Capital Management
Iowa
$87.7M +$1.85M +79,951 +2%
SAM
43
Standpoint Asset Management
Arizona
$87.5M – – –
FC
44
Financial Consulate
Maryland
$87.1M +$1.51M +65,251 +2%
MW
45
Marcum Wealth
Ohio
$86.3M -$2.81M -121,096 -3%
CST
46
Charles Schwab Trust
Nevada
$82.5M -$985K -42,478 -1%
BSB
47
Bangor Savings Bank
Maine
$81.3M -$1.58M -67,951 -2%
SA
48
Scarborough Advisors
Maryland
$80.7M -$28.8M -1,240,306 -26%
FIG
49
FSA Investment Group
Florida
$80.1M +$80.1M +3,468,665 New
Ameriprise
50
Ameriprise
Minnesota
$79.6M +$2.17M +94,796 +3%
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