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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 %
BTI
876
Blue Trust Inc
Georgia
$535K +$49.1K +2,118 +10%
FCB
877
First County Bank
Connecticut
$535K -$21.3K -919 -4%
SPIA
878
Steward Partners Investment Advisory
New York
$534K +$3.38K +146 +0.6%
MIC
879
Means Investment Company
Maine
$533K -$4.82K -208 -0.9%
MG
880
Mather Group
Illinois
$529K +$510 +22 +0.1%
GF
881
Gries Financial
Ohio
$529K -$105K -4,536 -17%
TWP
882
Triad Wealth Partners
Kansas
$528K +$528K +22,785 New
PA
883
Parkside Advisors
California
$527K – – –
AA
884
AlphaQ Advisors
Florida
$523K -$13.9K -600 -3%
PWA
885
Physician Wealth Advisors
Utah
$521K -$1.04M -44,964 -67%
FMN
886
Financial Management Network
California
$519K -$44.4K -1,894 -8%
CPA
887
Compass Planning Associates
Massachusetts
$517K +$517K +22,302 New
PK
888
Pflug Koory
Nebraska
$516K +$61.9K +2,670 +14%
NL
889
NWAM LLC
Washington
$512K -$33.4K -1,442 -6%
CW
890
CreativeOne Wealth
Kansas
$508K -$15.3K -658 -3%
NFTC
891
North Forty Two & Co
Oregon
$507K +$507K +21,870 New
1IA
892
1834 Investment Advisors
Wisconsin
$505K +$5.15K +222 +1%
AP
893
Aspect Partners
Virginia
$501K – – –
C
894
Certuity
Florida
$495K -$3.43K -148 -0.7%
FF
895
Francis Financial
$492K – – –
MWA
896
Motive Wealth Advisors
Michigan
$492K – – –
LC
897
LCNB Corp
Ohio
$490K – – –
CAS
898
Coppell Advisory Solutions
Texas
$488K +$115K +4,950 +31%
MP
899
McDonald Partners
Ohio
$486K -$2.18K -94 -0.4%
ISFAN
900
Investor's Fiduciary Advisor Network
Washington
$485K +$485K +20,952 New
34 35
36
37 38