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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 %
CWA
751
Cura Wealth Advisors
Illinois
$898K +$898K +38,754 New
SA
752
Stewardship Advisors
Pennsylvania
$892K +$133K +5,746 +18%
EWA
753
EverSource Wealth Advisors
Alabama
$886K +$50.1K +2,160 +6%
FTC
754
Farmers Trust Company
Ohio
$884K +$231K +9,960 +35%
Franklin Resources
755
Franklin Resources
California
$883K – – –
SBIA
756
Sheaff Brock Investment Advisors
Indiana
$876K – – –
SWM
757
Spire Wealth Management
Virginia
$871K +$38.7K +1,670 +5%
FA
758
FF Advisors
California
$865K -$1.73M -72,420 -67%
TW
759
Transform Wealth
Colorado
$861K +$12.1K +520 +1%
PWM
760
Praetorian Wealth Management
California
$851K – – –
CW
761
Curio Wealth
Maryland
$847K +$847K +36,534 New
MAG
762
Mayfair Advisory Group
Alabama
$843K +$283K +12,206 +51%
Baird Financial Group
763
Baird Financial Group
Wisconsin
$840K +$383K +16,503 +84%
CIC
764
Carnegie Investment Counsel
Ohio
$840K +$93.3K +4,025 +12%
SWA
765
Serenus Wealth Advisors
California
$834K +$834K +44,741 New
G
766
Gainplan
Michigan
$830K -$140K -6,027 -14%
OFG
767
Oxford Financial Group
Indiana
$827K – – –
FPAS
768
Focus Partners Advisor Solutions
Missouri
$823K +$124K +5,329 +18%
SAM
769
Summit Asset Management
Tennessee
$822K – – –
KJWM
770
Kiley Juergens Wealth Management
Washington
$822K +$1.3K +56 +0.2%
HIG
771
Heritage Investment Group
Florida
$818K -$24.3K -1,050 -3%
GT
772
Greenleaf Trust
Michigan
$817K +$453K +19,554 +125%
SG
773
StoneX Group
New York
$814K +$457K +19,734 +128%
KWS
774
Keystone Wealth Services
California
$808K +$1.11K +48 +0.1%
VFG
775
Victory Financial Group
Texas
$807K +$807K +34,811 New
29 30
31
32 33