SCHX icon

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 %
JCIA
476
Jackson Creek Investment Advisors
Colorado
$2.77M -$22.3K -961 -0.8%
CIR
477
Clear Investment Research
Georgia
$2.77M -$13.8K -594 -0.5%
WP
478
WealthShield Partners
North Carolina
$2.75M -$47.3K -2,042 -2%
TWG
479
The Wealth Group
Minnesota
$2.72M -$17.2K -742 -0.6%
Janney Montgomery Scott
480
Janney Montgomery Scott
Pennsylvania
$2.72M -$23.7K -1,024 -0.9%
CAI
481
Capital Advisors Inc
Oklahoma
$2.71M +$392K +16,904 +17%
NHC
482
Nicholas Hoffman & Company
Georgia
$2.7M +$3.34K +144 +0.1%
TIAA Trust, National Association
483
TIAA Trust, National Association
North Carolina
$2.69M +$907K +39,122 +51%
SFA
484
Seneca Financial Advisors
New York
$2.69M -$31.5K -1,357 -1%
PA
485
Pinnacle Associates
New York
$2.68M +$969K +41,805 +57%
VFPW
486
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.68M +$70.9K +3,058 +3%
GWM
487
Geneos Wealth Management
Colorado
$2.67M -$489K -21,092 -15%
GWA
488
GGM Wealth Advisors
Maryland
$2.65M +$172K +7,410 +7%
PL
489
Plancorp LLC
Missouri
$2.65M +$9.32K +402 +0.4%
CWM
490
Cabot Wealth Management
Massachusetts
$2.63M -$28.4K -1,225 -1%
YIA
491
YHB Investment Advisors
Connecticut
$2.61M +$508K +21,935 +24%
SCM
492
Stordahl Capital Management
Colorado
$2.61M -$26.1K -1,125 -1%
ECM
493
Elgethun Capital Management
South Dakota
$2.6M -$193K -8,344 -7%
GGI
494
Godsey & Gibb Inc
Virginia
$2.59M +$142K +6,106 +6%
JPLA
495
Joseph P. Lucia & Associates
New York
$2.56M -$88.4K -3,814 -3%
FRA
496
Front Row Advisors
California
$2.56M -$125K -5,382 -5%
TIA
497
Traphagen Investment Advisors
New Jersey
$2.55M +$8.41K +363 +0.3%
MCC
498
Money Concepts Capital
Florida
$2.55M +$2.23M +96,350 +711%
CA
499
Clearstead Advisors
Ohio
$2.49M +$19.5K +841 +0.8%
AF
500
Advisornet Financial
Minnesota
$2.48M -$82.7K -3,567 -3%
18 19
20
21 22