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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 %
PCM
601
Pennsylvania Capital Management
Pennsylvania
$1.62M +$95.2K +4,105 +6%
HC
602
Hamilton Capital
Ohio
$1.61M -$3.23M -139,539 -67%
WI
603
Westbourne Investments
Virginia
$1.61M +$1.61M +69,573 New
FG
604
Foster Group
Iowa
$1.61M -$6.58K -284 -0.4%
PFA
605
Plotkin Financial Advisors
Maryland
$1.61M +$45.4K +1,958 +3%
JWCA
606
J.W. Cole Advisors
Florida
$1.6M +$111K +4,794 +7%
IF
607
Ironwood Financial
Arizona
$1.6M +$191K +8,223 +14%
WAG
608
Wiser Advisor Group
Arizona
$1.6M +$31.1K +1,340 +2%
AC
609
Avant Capital
Louisiana
$1.59M +$1.59M +68,408 New
OFS
610
Oldfather Financial Services
Nebraska
$1.58M -$13.7K -593 -0.9%
AAS
611
Ameritas Advisory Services
Nebraska
$1.58M -$73.8K -3,185 -4%
JFG
612
Jefferies Financial Group
New York
$1.57M – – –
WIM
613
Warwick Investment Management
Texas
$1.57M – – –
ANTB
614
AMG National Trust Bank
Colorado
$1.56M -$24.3K -1,048 -2%
IFS
615
Ifrah Financial Services
Arkansas
$1.55M +$35.3K +1,525 +2%
OMC
616
Old Mission Capital
Illinois
$1.55M +$1.55M +66,893 New
LAS
617
Lloyd Advisory Services
Georgia
$1.54M +$1.54M +66,597 New
CFD
618
Creative Financial Designs
Indiana
$1.54M -$71.1K -3,068 -4%
AP
619
Adero Partners
California
$1.54M +$10.2K +442 +0.7%
APG
620
Abacus Planning Group
South Carolina
$1.53M +$4.27K +184 +0.3%
BH
621
Burk Holdings
Oklahoma
$1.53M +$1.53M +66,088 New
EAM
622
Everstar Asset Management
North Carolina
$1.53M -$18.8K -809 -1%
CAL
623
Capital Advisors Ltd
Ohio
$1.53M – – –
EAM
624
Evanson Asset Management
California
$1.52M +$974 +42 +0.1%
GRP
625
Global Retirement Partners
California
$1.52M -$385K -16,601 -20%
23 24
25
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