SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,345 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, 530 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,345
Holders Change
+104
Holders Change %
+8.38%
% of All Funds
17.91%
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
530
Closed
61
Calls
$1.65M
Puts
$93K
Net Calls
+$1.56M
Net Calls Change
-$684K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$4.78B
2
DE
2
Diversified Enterprises
Delaware
$345M
3
EF
3
Empowered Funds
Pennsylvania
$67.1M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$36.3M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$33.5M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$608M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$276M
3
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$34.7M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$32.4M
5
ECG
5
Edge Capital Group
Georgia
$3.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$51.7M +$7.51M +323,962 +17%
AWM
77
Apollon Wealth Management
South Carolina
$51.5M -$102K -4,383 -0.2%
Raymond James Financial
78
Raymond James Financial
Florida
$51.1M +$51.1M +2,203,974 New
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$50.9M +$3.01M +129,646 +6%
SIM
80
Sims Investment Management
Ohio
$50.2M +$50.2M +2,164,019 New
UCFA
81
United Capital Financial Advisors
Texas
$48.9M -$1.66M -71,654 -3%
BMM
82
Buffington Mohr McNeal
Idaho
$48.9M +$69.3K +2,989 +0.1%
HI
83
Harbour Investments
Wisconsin
$47.7M -$727K -31,345 -1%
MSWM
84
McGlone Suttner Wealth Management
Wisconsin
$46.4M +$11.4M +491,136 +32%
OIA
85
OneDigital Investment Advisors
Kansas
$45M -$10.9M -468,803 -19%
AP
86
Appleton Partners
Massachusetts
$44.5M -$266K -11,456 -0.6%
Wells Fargo
87
Wells Fargo
California
$44.1M -$154K -6,629 -0.3%
IAS
88
IMA Advisory Services
Colorado
$42.7M -$988K -42,621 -2%
RA
89
Riversedge Advisors
Delaware
$42.4M -$270K -11,629 -0.6%
CMP
90
Courage Miller Partners
Virginia
$42M -$372K -16,056 -0.9%
EFG
91
Embree Financial Group
Illinois
$41.1M +$617K +26,611 +2%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$40.5M +$331K +14,274 +0.8%
NFG
93
Northeast Financial Group
Pennsylvania
$40.3M -$497K -21,423 -1%
RCM
94
Richardson Capital Management
Wisconsin
$40.3M +$2.08M +89,619 +5%
PRS
95
Pinkerton Retirement Specialists
Idaho
$40M -$3.7M -159,768 -8%
VNA
96
Valley National Advisers
Pennsylvania
$39.9M -$106K -4,578 -0.3%
AA
97
Ashford Advisors
New York
$39.6M -$123K -5,320 -0.3%
MWM
98
Modera Wealth Management
New Jersey
$37.3M -$1.48M -63,995 -4%
SEM
99
Strategic Equity Management
Arizona
$36.6M +$127K +5,475 +0.3%
WSFS
100
Wilmington Savings Fund Society
Delaware
$36.3M +$36.3M +1,565,109 New
2 3
4
5 6