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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
+$3.35B
2
DE
Diversified Enterprises
Delaware
+$69M
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
-$1.17B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$692M
3
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$69.5M
4
CPIG
Chicago Partners Investment Group
Illinois
-$60.9M
5
ECG
Edge Capital Group
Georgia
-$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
526
Empower Advisory Group
Colorado
$2.17M -$34K -1,466 -2%
SCM
527
Saxony Capital Management
Missouri
$2.17M +$160K +6,921 +8%
CFO
528
Callan Family Office
Pennsylvania
$2.16M +$2.16M +93,000 New
TW
529
TritonPoint Wealth
Maryland
$2.15M -$1.25K -54 -0.1%
CFGSD
530
Compass Financial Group (South Dakota)
South Dakota
$2.14M +$72.5K +3,126 +4%
RC
531
Rovin Capital
Arizona
$2.14M +$9.53K +411 +0.4%
S
532
SignatureFD
Georgia
$2.13M -$60.2K -2,598 -3%
VP
533
Verum Partners
North Carolina
$2.13M -$74.6K -3,220 -3%
RWM
534
Rialto Wealth Management
New York
$2.11M +$2.11M +90,830 New
Natixis Advisors
535
Natixis Advisors
Massachusetts
$2.1M +$451K +19,440 +27%
HIC
536
Holderness Investments Company
North Carolina
$2.09M +$98.7K +4,259 +5%
TFS
537
Thoroughbred Financial Services
Tennessee
$2.09M -$10.2K -439 -0.5%
Calamos Advisors
538
Calamos Advisors
Illinois
$2.08M +$42.1K +1,818 +2%
AV
539
Aspiring Ventures
Ohio
$2.06M +$2.06M +86,916 New
AIS
540
American Investment Services
Massachusetts
$2.06M -$27.8K -1,200 -1%
LFG
541
Larson Financial Group
Missouri
$2.06M +$133K +5,737 +7%
RZH
542
Relyea Zuckerberg Hanson
Connecticut
$2.04M +$6K +259 +0.3%
BlackRock
543
BlackRock
New York
$2.04M +$1.66M +71,590 +435%
RWMH
544
Riverpoint Wealth Management Holdings
Illinois
$2.04M +$695 +30 +0%
SCM
545
Sebold Capital Management
Illinois
$2.04M -$75.3K -3,250 -4%
CPA
546
Clear Point Advisors
New York
$2.04M -$5.08K -219 -0.2%
SQA
547
Simon Quick Advisors
New Jersey
$2.01M -$37.6K -1,620 -2%
MCM
548
Mitchell Capital Management
Kansas
$2.01M -$141K -6,068 -7%
DWM
549
Dechtman Wealth Management
Colorado
$2.01M +$6.56K +283 +0.3%
RAG
550
RIA Advisory Group
Iowa
$2M -$42.4K -1,827 -2%
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