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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 %
ML
1026
Mayport LLC
Massachusetts
$322K -$811 -35 -0.3%
LGWM
1027
Litman Gregory Wealth Management
California
$321K -$23 -1 -0%
EIG
1028
Ellenbecker Investment Group
Wisconsin
$321K -$55.5K -2,394 -15%
SIA
1029
SeaBridge Investment Advisors
New Jersey
$320K – – –
CAG
1030
Curtis Advisory Group
California
$320K – – –
PIA
1031
Panoramic Investment Advisors
Colorado
$319K +$5.29K +228 +2%
RWM
1032
Rockwood Wealth Management
Pennsylvania
$319K +$319K +13,694 New
CWP
1033
Capital Wealth Planning
Florida
$317K -$3.25K -140 -1%
BIG
1034
Builder Investment Group
Georgia
$316K +$63.4K +2,737 +25%
EB
1035
Eastern Bank
Massachusetts
$315K – – –
MA
1036
Montag & Associates
Georgia
$315K – – –
FMII
1037
Farmers & Merchants Investments Inc
Nebraska
$314K -$5.22K -225 -2%
TIM
1038
Total Investment Management
Arizona
$313K +$649 +28 +0.2%
MIM
1039
Macroview Investment Management
Maryland
$311K +$533 +23 +0.2%
BAM
1040
BOS Asset Management
Illinois
$309K – – –
WWM
1041
Wagner Wealth Management
South Carolina
$309K +$6.33K +273 +2%
PWM
1042
Peterson Wealth Management
Nevada
$309K – – –
NFA
1043
Northern Financial Advisors
Michigan
$308K -$60.6K -2,616 -16%
GGV
1044
GG Group Ventures
Florida
$308K -$615K -26,532 -67%
NA
1045
Novus Advisors
South Carolina
$306K +$306K +13,193 New
4WM
1046
49 Wealth Management
Texas
$305K -$28K -1,210 -8%
FG
1047
Fairman Group
Pennsylvania
$305K -$2.3K -99 -0.7%
PCM
1048
Palouse Capital Management
Washington
$304K +$6.05K +261 +2%
TWM
1049
Tradition Wealth Management
Minnesota
$302K +$18.5K +800 +7%
MHC
1050
May Hill Capital
Massachusetts
$301K +$301K +13,005 New
40 41
42
43 44