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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 %
ESB
926
Essex Savings Bank
Connecticut
$442K – – –
GB
927
Goepper Burkhardt
South Carolina
$440K – – –
DP
928
DDD Partners
Washington
$439K -$73.3K -3,163 -14%
CICC
929
Capital Investment Counsel (Colorado)
Colorado
$439K -$205K -8,865 -32%
GWM
930
Gray Wealth Management
Maine
$435K +$8.97K +387 +2%
CCA
931
Cadent Capital Advisors
Oklahoma
$434K +$232 +10 +0.1%
EWM
932
Executive Wealth Management
Michigan
$433K +$38.4K +1,655 +10%
GFG
933
Grantvest Financial Group
New Jersey
$432K +$432K +18,644 New
MWM
934
MBE Wealth Management
Wisconsin
$429K +$904 +39 +0.2%
IWP
935
IAG Wealth Partners
Wisconsin
$427K -$59.2K -2,556 -12%
BRIA
936
Balanced Rock Investment Advisors
Massachusetts
$427K -$21.8K -940 -5%
CG
937
CFO4Life Group
Texas
$427K -$96.4K -4,157 -18%
BWFA
938
Baltimore-Washington Financial Advisors
Maryland
$424K +$64.1K +2,764 +18%
WPW
939
Waldron Private Wealth
Pennsylvania
$423K +$55K +2,372 +15%
DBIA
940
Dumont & Blake Investment Advisors
New Jersey
$421K -$11.7K -503 -3%
MCM
941
Mainstay Capital Management
Michigan
$421K -$97.4K -4,200 -19%
CCP
942
Carmel Capital Partners
California
$418K – – –
PTB
943
Pioneer Trust Bank
Oregon
$417K – – –
AFA
944
Arlington Financial Advisors
California
$416K +$416K +17,929 New
NWMG
945
National Wealth Management Group
Ohio
$415K +$109K +4,681 +35%
PFA
946
Pathway Financial Advisors
Vermont
$413K – – –
GWA
947
Geometric Wealth Advisors
District of Columbia
$413K +$160K +6,900 +63%
TA
948
TPG Advisors
Illinois
$413K +$371 +16 +0.1%
BAM
949
Bellevue Asset Management
Washington
$412K +$29.7K +1,280 +8%
TRCT
950
Tower Research Capital (TRC)
New York
$411K +$411K +17,729 New
36 37
38
39 40