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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 %
LA
976
LexAurum Advisors
Kansas
$385K +$385K +16,590 New
ABC
977
Associated Banc-Corp
Wisconsin
$383K – – –
Citadel Advisors
978
Citadel Advisors
Florida
$383K -$358K -15,435 -48%
HBS
979
Howard Bailey Securities
Indiana
$381K +$381K +16,419 New
SPW
980
Sonoma Private Wealth
California
$380K – – –
BFA
981
Bright Financial Advisors
Michigan
$375K +$1.25K +54 +0.3%
RW
982
Regimen Wealth
Georgia
$374K -$20.3K -874 -5%
LWL
983
Leo Wealth LLC
Texas
$372K +$105K +4,548 +40%
PB
984
Pinnacle Bancorp
Nebraska
$370K – – –
HCMT
985
Highland Capital Management (Tennessee)
Tennessee
$370K +$1.97K +85 +0.5%
MA
986
Modus Advisors
Minnesota
$369K -$19K -818 -5%
CFA
987
Capstone Financial Advisors
Illinois
$368K +$7.63K +329 +2%
SWM
988
Seaside Wealth Management
California
$367K – – –
CTC
989
Central Trust Company
Missouri
$366K – – –
JFG
990
JDM Financial Group
Texas
$365K +$974 +42 +0.3%
JIC
991
Joel Isaacson & Co
New York
$365K – – –
CFO
992
Collective Family Office
Pennsylvania
$364K – – –
Envestnet Portfolio Solutions
993
Envestnet Portfolio Solutions
Illinois
$364K +$364K +15,698 New
NEWAS
994
N.E.W. Advisory Services
Wisconsin
$363K +$255 +11 +0.1%
AGP
995
Aspire Growth Partners
Florida
$359K +$359K +15,473 New
AL
996
ACAS LLC
California
$356K +$17.8K +741 +5%
AAP
997
Arax Advisory Partners
Colorado
$355K +$296K +12,767 +499%
GA
998
GoalVest Advisory
New York
$355K – – –
WCM
999
Weik Capital Management
Pennsylvania
$355K +$5.8K +250 +2%
CF
1000
Centaurus Financial
California
$353K -$55.4K -2,393 -14%
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40
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