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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,346 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, 531 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+105
Holders Change %
+8.46%
% of All Funds
17.92%
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
531
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 %
BF
501
Brucke Financial
Indiana
$2.46M +$2.46M +103,171 New
PFC
502
Phocas Financial Corp
California
$2.46M – – –
TAM
503
Townsend Asset Management
North Carolina
$2.43M -$33.4K -1,441 -1%
Tudor Investment Corp
504
Tudor Investment Corp
Connecticut
$2.43M -$5.05M -217,760 -68%
CIA
505
Compass Ion Advisors
Pennsylvania
$2.43M -$30.6K -1,321 -1%
MFG
506
Merit Financial Group
Georgia
$2.41M +$2.02M +87,064 +514%
BFPW
507
BOK Financial Private Wealth
Colorado
$2.4M +$73.4K +3,168 +3%
Citigroup
508
Citigroup
New York
$2.39M +$469K +20,251 +24%
SF
509
Seros Financial
Arizona
$2.38M +$2.38M +37,006 New
WI
510
Wedgewood Investors
Pennsylvania
$2.36M -$1.99K -86 -0.1%
CWM
511
CCG Wealth Management
California
$2.34M +$46 +2 +0%
SEEDPG
512
S.E.E.D. Planning Group
New York
$2.34M -$44.7K -1,928 -2%
OC
513
Oppenheimer & Co
New York
$2.34M +$18.8K +812 +0.8%
SAF
514
Smith Anglin Financial
Texas
$2.3M +$28.4K +1,227 +1%
LTL
515
Lowery Thomas LLC
California
$2.3M +$266K +11,461 +13%
WAM
516
Worth Asset Management
Texas
$2.29M +$260K +11,195 +13%
William Blair & Company
517
William Blair & Company
Illinois
$2.29M +$42.3K +1,824 +2%
FCH
518
Freestone Capital Holdings
Washington
$2.28M -$705K -30,415 -24%
ZF
519
Zhang Financial
Michigan
$2.25M -$4.78K -206 -0.2%
CA
520
Capital Advantage
California
$2.24M -$43.8K -1,889 -2%
WC
521
Wynn Capital
Georgia
$2.23M – – –
DSC
522
Duncker Streett & Co
Missouri
$2.21M -$70 -3 -0%
PS
523
Principal Securities
Iowa
$2.2M +$163K +7,016 +8%
HT
524
Heritage Trust
Oklahoma
$2.19M +$2.19M +94,572 New
FWP
525
FAS Wealth Partners
Kansas
$2.19M -$86.2K -3,719 -4%
19 20
21
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