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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 %
DIS
1001
Diversified Investment Strategies
Louisiana
$353K -$12.4K -535 -3%
SIAS
1002
Summit Investment Advisory Services
Minnesota
$350K – – –
BW
1003
BIP Wealth
Georgia
$349K +$349K +15,060 New
RBC
1004
Romano Brothers & Co
Illinois
$348K – – –
FLA
1005
Financial Life Advisors
Texas
$348K – – –
SSA
1006
Sierra Summit Advisors
Nevada
$348K -$16.1K -695 -4%
DT
1007
Diversified Trust
Tennessee
$346K – – –
SS
1008
Sound Stewardship
Kansas
$343K +$464 +20 +0.1%
IFA
1009
Index Fund Advisors
California
$343K +$255 +11 +0.1%
WW
1010
Westshore Wealth
California
$341K +$1.09K +47 +0.3%
FA
1011
FC Advisory
Pennsylvania
$339K -$34.7K -1,498 -9%
Millennium Management
1012
Millennium Management
New York
$339K +$339K +14,613 New
FC
1013
Fusion Capital
South Carolina
$336K -$4.15K -179 -1%
HNB
1014
Huntington National Bank
Ohio
$334K -$409K – –
WHC
1015
Wulff, Hansen & Co
California
$333K +$132K +4,745 +66%
LWM
1016
Lighthouse Wealth Management
Ohio
$329K +$329K +14,202 New
PSA
1017
Plum Street Advisors
Louisiana
$329K -$23 -1 -0%
VV
1018
Verity & Verity
South Carolina
$329K -$11K -473 -3%
FD
1019
Financial Designs
California
$329K +$329K +14,172 New
DC
1020
Davenport & Co
Virginia
$326K -$3.83K -165 -1%
TWA
1021
TCI Wealth Advisors
Arizona
$326K -$258K -11,152 -44%
SAA
1022
Southeast Asset Advisors
Georgia
$325K – – –
Members Trust
1023
Members Trust
Florida
$325K – – –
TPWA
1024
TRUE Private Wealth Advisors
Oregon
$323K – – –
TAM
1025
Titleist Asset Management
Texas
$322K -$23 -1 -0%
39 40
41
42 43