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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,347 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, 532 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+105
Holders Change %
+8.45%
% of All Funds
17.93%
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
532
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 %
HWMG
576
Hurlow Wealth Management Group
Indiana
$1.82M -$45.5K -1,961 -2%
PFWA
577
Paces Ferry Wealth Advisors
Georgia
$1.81M -$173K -7,465 -9%
VCM
578
Virtue Capital Management
Tennessee
$1.81M -$77K -3,320 -4%
AG
579
AlTi Global
New York
$1.81M +$41.2K +1,778 +2%
CPP
580
Capasso Planning Partners
South Carolina
$1.8M -$941K -40,586 -34%
SC
581
Schoolcraft Capital
Colorado
$1.79M -$95.2K -4,106 -5%
PSCM
582
Per Stirling Capital Management
Texas
$1.78M – – –
BFG
583
Bouchey Financial Group
New York
$1.78M -$9.76K -421 -0.5%
T
584
Transce3nd
Texas
$1.78M +$1.78M +76,653 New
CMAI
585
Capital Management Associates Inc
Minnesota
$1.76M +$23.8K +1,026 +1%
VCM
586
Vision Capital Management
Oregon
$1.75M -$92.5K -3,989 -5%
AA
587
Alesco Advisors
New York
$1.75M -$119K -5,151 -6%
PFA
588
Pinnacle Family Advisors
Missouri
$1.74M +$66.8K +2,882 +4%
WP
589
WMS Partners
Maryland
$1.73M – – –
P
590
&Partners
Tennessee
$1.72M +$423K +18,030 +33%
AIM
591
Aspen Investment Management
Michigan
$1.72M +$32.1K +1,383 +2%
SOS
592
Silver Oak Securities
Tennessee
$1.71M +$85.5K +3,675 +5%
MSG
593
Main Street Group
Virginia
$1.71M -$24.5K -1,055 -1%
CFG
594
Cooper Financial Group
California
$1.68M +$223K +9,629 +15%
FAIM
595
Financial Advocates Investment Management
Washington
$1.67M -$304K -13,094 -15%
CA
596
CGN Advisors
Kansas
$1.66M -$160K -6,923 -9%
JWA
597
JFS Wealth Advisors
Pennsylvania
$1.64M -$188K -8,111 -10%
IPWA
598
International Private Wealth Advisors
California
$1.64M -$283K -12,206 -15%
SWM
599
SeaCrest Wealth Management
New York
$1.64M -$220K -9,511 -12%
MS
600
Madden Securities
Texas
$1.63M -$19.5K -842 -1%
22 23
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