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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 %
VVP
776
Venture Visionary Partners
Ohio
$805K +$3.29K +142 +0.4%
LIM
777
Lathrop Investment Management
Arkansas
$802K -$15.1K -650 -2%
XF
778
XML Financial
Maryland
$793K +$974 +42 +0.1%
TWA
779
Trellis Wealth Advisors
California
$791K – – –
HGWM
780
Horst & Graben Wealth Management
Oregon
$785K -$93 -4 -0%
VCWA
781
Vanguard Capital Wealth Advisors
Colorado
$778K +$47.2K +2,036 +6%
CWA
782
Crux Wealth Advisors
California
$771K +$771K +33,261 New
CFP
783
Cascade Financial Partners
California
$766K -$1.49M -64,165 -66%
SF
784
Safeguard Financial
Wisconsin
$757K +$137K +5,895 +22%
APP
785
Avantax Planning Partners
Iowa
$755K -$1.9K -82 -0.3%
PWM
786
Penobscot Wealth Management
Maine
$752K +$752K +32,429 New
LF
787
LifePlan Financial
Minnesota
$752K -$96.3K -4,154 -11%
WPW
788
Watershed Private Wealth
Illinois
$750K +$6.82K +294 +0.9%
RIA
789
Regal Investment Advisors
Michigan
$747K +$26.3K +1,135 +4%
SFS
790
Security Financial Services
Indiana
$746K – – –
FFA
791
Fragasso Financial Advisors
Pennsylvania
$746K -$25.2K -1,089 -3%
AR
792
Apeiron RIA
Texas
$746K +$371 +16 +0%
CWA
793
CM Wealth Advisors
Ohio
$745K – – –
BA
794
Bridgewater Advisors
New York
$744K -$1.48M -63,981 -67%
PFBT
795
Parkside Financial Bank & Trust
Missouri
$744K -$20.8K -899 -3%
QCM
796
QRG Capital Management
Illinois
$743K +$5.01K +216 +0.7%
DI
797
Disciplined Investors
Texas
$738K +$738K +32,020 New
HR
798
Howe & Rusling
New York
$737K +$261K +11,244 +55%
RW
799
Rede Wealth
Virginia
$737K – – –
CFP
800
Cypress Financial Planning
New Jersey
$736K -$54.3K -2,342 -7%
30 31
32
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