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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 %
CAG
676
Compass Advisory Group
New York
$1.16M +$14.1K +608 +1%
VPA
677
Vernal Point Advisors
California
$1.15M – – –
GBWM
678
Granite Bay Wealth Management
New Hampshire
$1.15M +$1.15M +49,656 New
RA
679
RFG Advisory
Alabama
$1.15M +$336K +14,475 +41%
CCA
680
Clarity Capital Advisors
Florida
$1.15M +$3.71K +160 +0.3%
SSW
681
Stone Summit Wealth
Florida
$1.15M -$63.5K -2,741 -5%
WCM
682
Wealthcare Capital Management
Virginia
$1.14M -$21.7K -936 -2%
FWA
683
FSM Wealth Advisors
Ohio
$1.14M +$167K +7,108 +17%
JF
684
Joule Financial
Kentucky
$1.13M -$16K -692 -1%
EFS
685
Econ Financial Services
Pennsylvania
$1.12M -$75.2K -3,244 -6%
LIA
686
Lynx Investment Advisory
District of Columbia
$1.12M -$29.6K -1,278 -3%
CC
687
Callan Capital
California
$1.11M -$512K -22,069 -32%
CAL
688
Capital Analysts LLC
Pennsylvania
$1.1M -$287K -12,373 -21%
CCM
689
Colorado Capital Management
Colorado
$1.1M -$225K -9,694 -17%
CAM
690
Cozad Asset Management
Illinois
$1.1M – – –
OP
691
ORG Partners
Indiana
$1.09M +$277K +11,952 +34%
EFG
692
Elios Financial Group
Ohio
$1.09M +$17.5K +754 +2%
PEA
693
Park Edge Advisors
Ohio
$1.09M -$19.5K -842 -2%
CA
694
Crewe Advisors
Utah
$1.08M +$765 +33 +0.1%
Brown Advisory
695
Brown Advisory
Maryland
$1.08M -$714K -30,820 -40%
BL
696
BFSG LLC
California
$1.07M +$7.12K +307 +0.7%
MCWS
697
McKinley Carter Wealth Services
West Virginia
$1.07M -$54K -2,328 -5%
MFF
698
Michels Family Financial
Texas
$1.07M +$1.07M +46,101 New
APW
699
Aurora Private Wealth
New Jersey
$1.07M -$149K -6,408 -12%
AMIM
700
Aull & Monroe Investment Management
Alabama
$1.07M -$26.9K -1,160 -2%
26 27
28
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