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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 %
IIC
826
Ironwood Investment Counsel
Arizona
$676K -$108K -4,661 -14%
MAV
827
Mason & Associates (Virginia)
Virginia
$663K – – –
CIA
828
Cape Investment Advisory
Georgia
$660K -$102K -4,398 -13%
AG
829
Ascent Group
Virginia
$659K -$49.5K -2,135 -7%
WFA
830
WestHill Financial Advisors
California
$658K – – –
FWMP
831
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$656K +$656K +28,299 New
SMC
832
Smith, Moore & Co
Missouri
$645K – – –
Bessemer Group
833
Bessemer Group
New Jersey
$641K +$585K +25,243 +1,052%
GI
834
GS Investments
Minnesota
$639K +$3.83K +165 +0.6%
KWA
835
Kingswood Wealth Advisors
California
$630K +$118K +5,078 +23%
AWA
836
Aaron Wealth Advisors
Illinois
$628K +$2.09K +90 +0.3%
KA
837
Klingman & Associates
New York
$623K -$63.6K -2,742 -9%
ACA
838
Aspire Capital Advisors
Washington
$623K +$623K +26,884 New
TC
839
TFR Capital
Texas
$621K +$621K +26,800 New
CFP
840
Catalyst Financial Partners
Massachusetts
$621K – – –
RIS
841
Retirement Income Solutions
Michigan
$619K -$156K -6,714 -20%
BHWM
842
Beaird Harris Wealth Management
Texas
$618K +$1.85K +80 +0.3%
OC
843
Oarsman Capital
Wisconsin
$617K +$2.92K +126 +0.5%
GCP
844
Gill Capital Partners
Colorado
$616K +$165K +7,137 +37%
HIC
845
Hartline Investment Corp
Illinois
$611K – – –
GIA
846
GHP Investment Advisors
Colorado
$609K -$788 -34 -0.1%
RIM
847
Rockbridge Investment Management
New York
$604K -$68.1K -2,940 -10%
MIM
848
Moseley Investment Management
Florida
$604K – – –
HIM
849
Harbour Investment Management
Washington
$603K – – –
EFA
850
Evernest Financial Advisors
Indiana
$595K -$14.8K -639 -2%
32 33
34
35 36