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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 %
RPGK
651
Retirement Planning Group (Kansas)
Kansas
$1.31M -$458K -19,764 -26%
AIMC
652
Alley Investment Management Company
Illinois
$1.31M -$17.2K -741 -1%
BFS
653
Bradley Foster & Sargent
Connecticut
$1.31M -$22.4K -965 -2%
KWM
654
Kingsview Wealth Management
Oregon
$1.31M -$251K -10,826 -16%
TYCC
655
Texas Yale Capital Corp
Florida
$1.3M -$23 -1 -0%
EA
656
Evolution Advisers
Virginia
$1.3M -$40K -1,726 -3%
KeyBank National Association
657
KeyBank National Association
Ohio
$1.29M – – –
SAG
658
SageView Advisory Group
California
$1.28M +$872K +37,623 +211%
CAM
659
Carret Asset Management
New York
$1.27M +$50.3K +2,170 +4%
Russell Investments Group
660
Russell Investments Group
United Kingdom
$1.27M +$31.2K +1,345 +3%
GT
661
Glenmede Trust
Pennsylvania
$1.26M +$1.26M +54,333 New
FAG
662
Fortitude Advisory Group
Washington
$1.25M +$25.7K +1,109 +2%
UIA
663
Ulland Investment Advisors
Minnesota
$1.25M -$67.7K -2,918 -5%
CIC
664
Cutler Investment Counsel
Oregon
$1.23M +$2.94K +127 +0.2%
MA
665
MONECO Advisors
Connecticut
$1.23M +$386K +16,673 +46%
EFG
666
Everhart Financial Group
Ohio
$1.23M -$8.44K -364 -0.7%
RRA
667
Round Rock Advisors
Connecticut
$1.22M +$1.22M +52,712 New
TCA
668
Transcend Capital Advisors
New Jersey
$1.2M -$42.8K -1,845 -3%
AIA
669
AssuredPartners Investment Advisors
Florida
$1.2M +$1.2M +51,712 New
FWI
670
Facet Wealth Inc
Maryland
$1.19M -$2.25M -94,513 -65%
AWM
671
Ariadne Wealth Management
California
$1.19M -$2.38M -98,964 -67%
WFA
672
Wade Financial Advisory
California
$1.17M +$353K +15,228 +43%
PFA
673
Petra Financial Advisors
Colorado
$1.16M -$279K -12,049 -19%
CCC
674
Compass Capital Corp
Massachusetts
$1.16M +$1.16M +50,050 New
IA
675
IFG Advisory
Georgia
$1.16M +$78.7K +3,396 +7%
25 26
27
28 29