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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 %
MMA
851
Miracle Mile Advisors
California
$594K +$3.36K +145 +0.6%
VBFP
852
Valtinson Bruner Financial Planning
Minnesota
$594K – – –
WA
853
WPG Advisers
Maryland
$589K +$589K +25,425 New
NEPWA
854
New England Private Wealth Advisors
Massachusetts
$589K +$27K +1,165 +5%
SCM
855
Spreng Capital Management
Ohio
$589K -$8.3K -358 -1%
VPP
856
Vertex Planning Partners
Illinois
$581K – – –
CFG
857
Citizens Financial Group
Rhode Island
$580K -$613K -26,426 -51%
DIA
858
Dana Investment Advisors
Wisconsin
$578K +$123K +5,291 +27%
FA
859
Fiduciary Alliance
South Carolina
$573K +$573K +24,707 New
MCCP
860
Mission Creek Capital Partners
California
$572K +$418K +60,047 +272%
YAL
861
Your Advocates Ltd
Texas
$571K -$61.7K -2,661 -10%
BIAS
862
Beacon Investment Advisory Services
New Jersey
$570K +$171K +7,358 +43%
WN
863
Williams & Novak
California
$563K – – –
RCAG
864
Rehmann Capital Advisory Group
Michigan
$561K -$18.7K -805 -3%
FMWA
865
Forvis Mazars Wealth Advisors
Missouri
$561K -$261K -11,255 -32%
AIM
866
Acropolis Investment Management
Missouri
$556K -$23 -1 -0%
WA
867
Whipplewood Advisors
Colorado
$555K +$555K +23,927 New
Principal Financial Group
868
Principal Financial Group
Iowa
$553K -$325 -14 -0.1%
WG
869
Wealth Group
North Carolina
$553K -$21.5K -928 -4%
DFG
870
Delta Financial Group
New Jersey
$553K +$553K +23,878 New
EGM
871
Engineers Gate Manager
New York
$553K +$553K +23,843 New
RFA
872
Resurgent Financial Advisors
Georgia
$551K – – –
M&T Bank
873
M&T Bank
New York
$546K +$4.73K +204 +0.9%
WJWM
874
Williams Jones Wealth Management
New York
$545K -$3.2K -138 -0.6%
First Manhattan
875
First Manhattan
New York
$536K – – –
33 34
35
36 37