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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 %
HCP
726
Hardin Capital Partners
South Carolina
$991K -$4.59K -198 -0.5%
MIP
727
Marietta Investment Partners
Wisconsin
$972K +$22.5K +969 +2%
NFW
728
Noble Family Wealth
Florida
$971K – – –
WFS
729
Walker Financial Services
Kentucky
$965K -$2.71K -117 -0.3%
BBHC
730
Brown Brothers Harriman & Co
New York
$961K +$124K +5,340 +15%
OFG
731
Orcam Financial Group
California
$960K +$139 +6 +0%
LEFP
732
Leading Edge Financial Planning
Tennessee
$959K +$22.5K +971 +2%
JCM
733
Jacobsen Capital Management
Utah
$956K -$6.12K -264 -0.6%
CPA
734
Capital Performance Advisors
California
$949K -$23 -1 -0%
GG
735
GenWealth Group
New Jersey
$949K -$181K -7,826 -16%
HIP
736
HUB Investment Partners
Texas
$945K +$635K +27,409 +205%
ECM
737
Evergreen Capital Management
Washington
$941K -$1.1M -47,313 -54%
EK
738
Evensky & Katz
Florida
$936K -$41.4K -1,786 -4%
CA
739
Cambridge Advisors
Nebraska
$936K – – –
PMFA
740
Plante Moran Financial Advisors
Michigan
$936K +$204K +8,797 +28%
MCP
741
Mirador Capital Partners
California
$933K +$29K +1,253 +3%
OWCM
742
One Wealth Capital Management
Arizona
$929K +$929K +40,096 New
CA
743
Continuum Advisory
Idaho
$921K -$1.68M -72,656 -65%
KPWS
744
Kestra Private Wealth Services
Texas
$918K +$649 +28 +0.1%
REMPR
745
Roof Eidam Maycock Peralta (REMP)
California
$911K – – –
AIA
746
Alternative Investment Advisors
Florida
$908K -$128K -5,536 -12%
BAM
747
Belpointe Asset Management
Nevada
$906K -$1.86M -27,913 -67%
RSWA
748
Robinson Smith Wealth Advisors
Maine
$905K -$46 -2 -0%
Thrivent Financial for Lutherans
749
Thrivent Financial for Lutherans
Minnesota
$903K -$201K -8,689 -18%
CC
750
Courier Capital
New York
$900K +$900K +38,841 New
28 29
30
31 32