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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 %
GFA
901
Gallagher Fiduciary Advisors
Illinois
$484K +$484K +20,896 New
LJAC
902
L.J. Altfest & Co
New York
$483K -$13.5K -584 -3%
GWM
903
GSB Wealth Management
Connecticut
$482K -$4.64K -200 -1%
RGF
904
Retirement Guys Formula
Ohio
$482K +$1.67K +72 +0.3%
GA
905
Goldstein Advisors
Wisconsin
$480K -$8.23K -355 -2%
AIM
906
AHL Investment Management
Florida
$478K – – –
OC
907
Optima Capital
Oregon
$478K +$478K +20,610 New
EFL
908
ERn Financial LLC
Wisconsin
$478K +$1.11K +48 +0.2%
JLBC
909
J.L. Bainbridge & Co
Florida
$477K +$139 +6 +0%
NB
910
NBT Bank
New York
$474K -$50.2K -2,166 -10%
MCM
911
Morton Capital Management
California
$466K -$24.5K -1,056 -5%
MWA
912
Martel Wealth Advisors
Washington
$464K -$35K -1,512 -7%
PAM
913
Peak Asset Management
Colorado
$464K – – –
BWA
914
Bordeaux Wealth Advisors
California
$459K -$19.1K -826 -4%
SWA
915
Stratos Wealth Advisors
Ohio
$459K -$34.2K -1,476 -7%
PIWA
916
Prevail Innovative Wealth Advisors
Kansas
$458K +$458K +19,745 New
AAG
917
Armstrong Advisory Group
Massachusetts
$458K -$47.1K -2,030 -9%
HWA
918
Heartwood Wealth Advisors
Virginia
$457K – – –
LWMNY
919
Landmark Wealth Management (New York)
New York
$454K -$5.19K -224 -1%
LWANC
920
Laurel Wealth Advisors (North Carolina)
North Carolina
$454K +$6.14K +265 +1%
CFG
921
Certior Financial Group
Pennsylvania
$450K +$450K +19,416 New
MSS
922
Mitchell Sinkler & Starr
Pennsylvania
$450K +$149K +6,418 +49%
AWM
923
Austin Wealth Management
Texas
$446K -$121K -5,090 -21%
DFA
924
DHJJ Financial Advisors
Illinois
$445K -$20.1K -869 -4%
AWM
925
Accurate Wealth Management
Florida
$445K -$968K -42,040 -69%
35 36
37
38 39