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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 %
APW
801
Austin Private Wealth
Texas
$734K -$32.4K -1,399 -4%
CWM
802
Chesapeake Wealth Management
Virginia
$734K -$4.87K -210 -0.7%
AFG
803
Atomi Financial Group
New York
$731K +$360K +15,543 +97%
CCM
804
Carlson Capital Management
Minnesota
$728K – – –
WP
805
Westmount Partners
California
$727K +$469K +20,229 +182%
SAM
806
Silvercrest Asset Management
New York
$727K +$727K +31,365 New
CIA
807
Covington Investment Advisors
Pennsylvania
$726K +$8.74K +377 +1%
HFS
808
Heritage Financial Services
Massachusetts
$725K +$217K +9,366 +43%
BFC
809
Bedel Financial Consulting
Indiana
$724K +$17.2K +717 +2%
GKWIM
810
Gerber Kawasaki Wealth & Investment Management
California
$724K -$89.7K -3,870 -11%
CP
811
Capital Planning
Washington
$723K +$185 +8 +0%
ATI
812
ARK & TLK Investments
Oklahoma
$714K – – –
IAA
813
Independent Advisor Alliance
North Carolina
$711K +$404K +17,421 +132%
WPC
814
Wedmont Private Capital
Pennsylvania
$709K +$253 +11 +0%
SPP
815
Single Point Partners
Massachusetts
$708K +$708K +30,548 New
RFP
816
Root Financial Partners
California
$704K +$229K +9,876 +48%
FBB
817
Fulton Breakefield Broenniman
Maryland
$702K +$6.88K +297 +1%
WP
818
WealthPLAN Partners
Nebraska
$698K -$1.37M -59,148 -66%
SAM
819
Smartleaf Asset Management
Massachusetts
$696K +$140 +6 +0%
TWM
820
Tanglewood Wealth Management
Texas
$694K -$46 -2 -0%
TA
821
TrueWealth Advisors
Alabama
$690K – – –
CA
822
Claro Advisors
Massachusetts
$684K -$291K -12,575 -30%
BWM
823
BlackDiamond Wealth Management
New York
$677K -$1.22M -52,738 -64%
LRPA
824
L. Roy Papp & Associates
Arizona
$677K -$27.8K -1,200 -4%
MOS
825
MGO One Seven
Ohio
$677K +$38.8K +1,673 +6%
31 32
33
34 35