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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 %
RI
1051
Rinkey Investments
California
$301K -$8.53K -368 -3%
CF
1052
Clarity Financial
Texas
$300K – – –
SAW
1053
Signal Advisors Wealth
Michigan
$300K +$300K +12,944 New
CSP
1054
Cary Street Partners
Virginia
$299K +$299K +12,914 New
BC
1055
Bowman & Company
Wisconsin
$299K +$13.4K +577 +5%
M
1056
MOTCO
Texas
$299K – – –
GAM
1057
GEM Asset Management
Michigan
$298K +$46 +2 +0%
OCG
1058
Opus Capital Group
Ohio
$298K – – –
TIA
1059
Tiemann Investment Advisors
California
$297K – – –
RIL
1060
Rothschild Investment LLC
Illinois
$296K -$39.4K -1,700 -12%
OAM
1061
Oppenheimer Asset Management
New York
$296K +$278 +12 +0.1%
CT
1062
Clearstead Trust
Maine
$294K – – –
BSI
1063
Bennett Selby Investments
Maine
$292K – – –
HCP
1064
Hexagon Capital Partners
Arkansas
$292K +$11.2K +482 +4%
AIIMS
1065
Analyst IMS Investment Management Services
Israel
$292K – – –
SCA
1066
Snowden Capital Advisors
New York
$290K – – –
EPM
1067
Elm Partners Management
Pennsylvania
$289K +$289K +12,482 New
FIC
1068
Family Investment Center
Missouri
$289K +$116 +5 +0%
SWA
1069
Sax Wealth Advisors
New Jersey
$289K +$80.7K +3,481 +39%
CPC
1070
Consolidated Planning Corp
Georgia
$287K – – –
MBFW
1071
Morton Brown Family Wealth
Pennsylvania
$286K – – –
MWC
1072
MKD Wealth Coaches
Michigan
$285K +$285K +12,278 New
RFA
1073
Rollins Financial Advisors
New York
$282K – – –
CIAS
1074
Capital Investment Advisory Services
North Carolina
$282K -$8.51K -367 -3%
FA
1075
FSA Advisors
Michigan
$281K -$30.6K -1,320 -10%
41 42
43
44 45