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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,345 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, 530 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,345
Holders Change
+104
Holders Change %
+8.38%
% of All Funds
17.91%
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
530
Closed
61
Calls
$1.65M
Puts
$93K
Net Calls
+$1.56M
Net Calls Change
-$684K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$4.78B
2
DE
2
Diversified Enterprises
Delaware
$345M
3
EF
3
Empowered Funds
Pennsylvania
$67.1M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$36.3M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$33.5M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$608M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$276M
3
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$34.7M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$32.4M
5
ECG
5
Edge Capital Group
Georgia
$3.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
51
Wealthspire Advisors (New York)
New York
$72.1M -$101K -4,339 -0.1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$71.1M -$1.2M -51,821 -2%
IWC
53
Integrated Wealth Concepts
Massachusetts
$71M +$212K +9,153 +0.3%
HWM
54
HB Wealth Management
Georgia
$69.7M -$3.64M -157,128 -5%
MWP
55
Meridian Wealth Partners
Pennsylvania
$69.4M +$274K +11,825 +0.4%
CI
56
CacheTech Inc
Utah
$68.9M +$2.25M +96,856 +3%
AWM
57
Adams Wealth Management
Utah
$67.9M +$1.19M +51,433 +2%
EF
58
Empowered Funds
Pennsylvania
$67.1M +$67.1M +2,894,843 New
BFG
59
Berger Financial Group
Minnesota
$63.2M +$1.06M +45,786 +2%
LFG
60
Leverty Financial Group
Wisconsin
$60.3M -$538K -23,217 -0.9%
SC
61
Savant Capital
Illinois
$58.9M -$200K -8,630 -0.3%
SFA
62
Sequoia Financial Advisors
Ohio
$58.7M -$2.08M -89,900 -3%
JIP
63
Jaffetilchin Investment Partners
Florida
$58.6M +$1.61M +69,465 +3%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$57.8M +$5.23M +225,827 +10%
CAAM
65
Cornerstone Advisors Asset Management
Pennsylvania
$56.2M +$965K +41,643 +2%
AT
66
American Trust
Kentucky
$56M -$9.08M -391,741 -14%
ACA
67
Aptus Capital Advisors
Alabama
$55.5M +$19.1K +824 +0%
CL
68
Choreo LLC
Illinois
$55.1M -$982K -42,373 -2%
GWANC
69
Guardian Wealth Advisors (North Carolina)
North Carolina
$54M -$352K -15,200 -0.6%
NC
70
NewSquare Capital
Pennsylvania
$53.2M -$593K -25,782 -1%
WOC
71
West Oak Capital
California
$52.9M -$1.07M -4,628 -2%
AWMG
72
Alliance Wealth Management Group
New Jersey
$52.6M +$97.6K +4,211 +0.2%
TCM
73
Towercrest Capital Management
Pennsylvania
$52.6M +$97.6K +4,211 +0.2%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$52.5M -$2.24M -96,692 -4%
LWMT
75
Legacy Wealth Management (Tennessee)
Tennessee
$52M -$2.08M -89,721 -4%
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