SCHX icon

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 %
VWM
626
Vermillion Wealth Management
Minnesota
$1.5M +$1.5M +64,558 New
GVAG
627
Great Valley Advisor Group
Delaware
$1.49M +$40.9K +1,763 +3%
GA
628
Geller Advisors
New York
$1.49M -$15.4K -664 -1%
SSB
629
Sandy Spring Bank
Maryland
$1.49M -$4.64K -200 -0.3%
PAS
630
Park Avenue Securities
New York
$1.48M +$91K +3,927 +7%
CTWM
631
Cherry Tree Wealth Management
Minnesota
$1.47M -$4.98K -215 -0.3%
CCG
632
Chatham Capital Group
Georgia
$1.47M -$23 -1 -0%
ICM
633
Intrepid Capital Management
Florida
$1.47M +$70 +3 +0%
FM
634
Family Management
New York
$1.45M +$232 +10 +0%
IWM
635
IHT Wealth Management
Illinois
$1.45M -$604K -26,053 -29%
CA
636
CWC Advisors
Oregon
$1.42M +$5.89K +254 +0.4%
JJBC
637
James J. Burns & Company
New York
$1.42M -$9.21K -397 -0.6%
FWS
638
FinDec Wealth Services
California
$1.4M -$859K -37,047 -38%
BPWM
639
Badgley Phelps Wealth Managers
Washington
$1.38M -$166K -7,157 -11%
Comerica Bank
640
Comerica Bank
Texas
$1.37M -$217K -9,347 -14%
WIM
641
WealthPlan Investment Management
Nebraska
$1.37M +$1.37M +58,968 New
FWCM
642
Ferguson Wellman Capital Management
Oregon
$1.36M -$79.1K -3,414 -6%
HI
643
Human Investing
Oregon
$1.35M -$36.6K -1,579 -3%
TFP
644
Tilia Fiduciary Partners
North Carolina
$1.34M -$6.72K -290 -0.5%
SIMG
645
Sonora Investment Management Group
Arizona
$1.34M -$1.88K -81 -0.1%
CCFM
646
Clear Creek Financial Management
Washington
$1.34M -$343K -14,776 -20%
TC
647
Tenret Company
Florida
$1.33M – – –
DB
648
Dravo Bay
Delaware
$1.33M +$97.6K +4,212 +8%
CCWM
649
Cassaday & Co Wealth Management
Virginia
$1.32M +$670K +28,916 +103%
EW
650
Evoke Wealth
California
$1.32M – – –
24 25
26
27 28