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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 %
KIA
701
KCM Investment Advisors
California
$1.06M +$695 +30 +0.1%
DWM
702
David Wealth Management
Virginia
$1.06M +$1.06M +45,798 New
RSWM
703
Robertson Stephens Wealth Management
California
$1.06M +$1.06M +45,745 New
SHA
704
Seneca House Advisors
Virginia
$1.06M -$2.09K -90 -0.2%
Qube Research & Technologies (QRT)
705
Qube Research & Technologies (QRT)
United Kingdom
$1.05M +$682K +29,406 +183%
PCM
706
Park Capital Management
Wisconsin
$1.05M +$1.05M +45,482 New
CIA
707
Capital Investment Advisors
Georgia
$1.05M -$14.5K -625 -1%
FCM
708
Firestone Capital Management
Florida
$1.05M +$1.11K +48 +0.1%
BOSSRA
709
B.O.S.S. Retirement Advisors
Utah
$1.04M +$1.04M +45,069 New
SL
710
Sentinus LLC
Illinois
$1.03M +$750K +32,360 +264%
HWA
711
HHM Wealth Advisors
Tennessee
$1.03M – – –
Renaissance Technologies
712
Renaissance Technologies
New York
$1.03M +$1.03M +44,500 New
LA
713
Lindenwold Advisors
Pennsylvania
$1.03M +$1.03M +44,266 New
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$1.02M +$32K +1,382 +3%
Jane Street
715
Jane Street
New York
$1.02M -$606K -26,162 -37%
RDFA
716
Ritter Daniher Financial Advisory
Ohio
$1.02M +$325 +14 +0%
ACM
717
Armbruster Capital Management
New York
$1.02M -$3.99K -172 -0.4%
BWA
718
Beam Wealth Advisors
Louisiana
$1.02M -$26K -1,122 -2%
PPP
719
Private Portfolio Partners
New Jersey
$1.01M +$32.4K +1,399 +3%
Vanguard Group
720
Vanguard Group
Pennsylvania
$1.01M +$50.1K +2,161 +5%
TCM
721
Twele Capital Management
Minnesota
$1.01M -$100K -4,312 -9%
KWA
722
Kondo Wealth Advisors
California
$1.01M +$1.01M +43,449 New
VBFG
723
Vishria Bird Financial Group
Tennessee
$1.01M – – –
SNPAM
724
St. Nicholas Private Asset Management
Florida
$999K +$999K +43,081 New
SC
725
Slow Capital
California
$996K -$11.7K -505 -1%
27 28
29
30 31