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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 %
AIA
951
Armor Investment Advisors
North Carolina
$410K +$695 +30 +0.2%
STFP
952
Signal Tree Financial Partners
Ohio
$408K +$408K +17,607 New
VA
953
Vident Advisory
Georgia
$405K +$16.4K +707 +4%
CPW
954
Crestmont Private Wealth
Texas
$404K +$404K +17,433 New
RLWM
955
RF&L Wealth Management
Massachusetts
$404K – – –
EAM
956
Empirical Asset Management
Massachusetts
$404K -$3.71K -160 -0.9%
NFG
957
Nations Financial Group
Iowa
$402K -$138K -5,958 -26%
BC
958
Brio Consultants
California
$402K -$7.02K -303 -2%
RCA
959
Riverview Capital Advisers
Massachusetts
$401K -$255 -11 -0.1%
SAS
960
SMI Advisory Services
Indiana
$399K +$89.5K +3,883 +29%
PIM
961
Penobscot Investment Management
Massachusetts
$397K – – –
LWM
962
Liberty Wealth Management
California
$396K +$396K +15,873 New
PMG
963
ProVise Management Group
Florida
$395K -$46 -2 -0%
FPW
964
Flagship Private Wealth
Massachusetts
$395K -$23 -1 -0%
HI
965
Hudock Inc
Pennsylvania
$392K +$278 +12 +0.1%
NFC
966
Northeast Financial Consultants
Connecticut
$389K – – –
AWM
967
Aprio Wealth Management
Georgia
$389K -$49.1K -2,118 -11%
GSC
968
Ground Swell Capital
South Carolina
$389K +$389K +16,766 New
DADC
969
D.A. Davidson & Co
Montana
$388K +$1.9K +82 +0.5%
WCP
970
Wealthcare Capital Partners
Pennsylvania
$388K +$388K +16,738 New
PP
971
Patten & Patten
Tennessee
$388K -$139K -6,000 -26%
BWP
972
BSW Wealth Partners
Colorado
$387K -$19.8K -856 -5%
LI
973
Lafayette Investments
Maryland
$387K +$40.1K +1,729 +12%
NA
974
Nautilus Advisors
California
$386K +$386K +16,656 New
PCH
975
PGIM Custom Harvest
New Jersey
$385K +$168K +7,266 +78%
37 38
39
40 41