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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 %
WTC
551
WhitTier Trust Company
Nevada
$2M -$5.45K -235 -0.3%
FTS
552
Fifth Third Securities
Ohio
$1.99M -$79K -3,409 -4%
PCM
553
Parsons Capital Management
Rhode Island
$1.99M +$86.7K +3,740 +5%
DTC
554
Davidson Trust Company
Washington
$1.98M – – –
MFT
555
Moisand Fitzgerald Tamayo
Florida
$1.98M -$44.1K -1,904 -2%
PIP
556
Peachtree Investment Partners
Florida
$1.97M +$478K +20,614 +32%
LKBC
557
L.K. Benson & Company
Maryland
$1.97M +$1.97M +85,032 New
BMCM
558
Bryn Mawr Capital Management
Pennsylvania
$1.96M +$2.36K +102 +0.1%
FNBT
559
FineMark National Bank & Trust
Florida
$1.95M -$120K -5,196 -6%
WCM
560
Weaver Capital Management
Georgia
$1.94M +$94.7K +4,085 +5%
AOWM
561
Alpha Omega Wealth Management
Virginia
$1.94M -$39.5K -1,703 -2%
OF
562
Outfitter Financial
Maine
$1.94M -$8.69K -375 -0.4%
PWW
563
Pettyjohn Wood & White
Virginia
$1.9M – – –
SP
564
Successful Portfolios
Florida
$1.89M +$105K +4,540 +6%
LIA
565
LBMC Investment Advisors
Tennessee
$1.89M +$70 +3 +0%
MSWMA
566
Market Street Wealth Management Advisors
Indiana
$1.86M -$27K -1,164 -1%
CSI
567
Cross Staff Investments
New York
$1.84M +$1.18K +51 +0.1%
AFA
568
American Financial Advisors
Georgia
$1.84M -$93 -4 -0%
BIM
569
Breakwater Investment Management
Washington
$1.83M +$97.1K +4,191 +6%
JWM
570
JFG Wealth Management
Colorado
$1.82M +$1.51M +64,980 +475%
ACM
571
Argent Capital Management
Missouri
$1.82M +$1.82M +78,642 New
GC
572
Garde Capital
Washington
$1.82M +$5.33K +230 +0.3%
VC
573
Veery Capital
Delaware
$1.82M -$9.3M -401,386 -84%
NCM
574
Novare Capital Management
North Carolina
$1.82M -$7.65K -330 -0.4%
HWMG
575
Hurlow Wealth Management Group
Indiana
$1.82M -$45.5K -1,961 -2%
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