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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 %
SWP
1076
Strategic Wealth Partners
Ohio
$281K +$9.87K +408 +4%
CWA
1077
Clarity Wealth Advisors
California
$280K -$77.2K -3,330 -22%
BWP
1078
Burling Wealth Partners
Illinois
$278K +$278K +11,988 New
TFA
1079
Tobias Financial Advisors
Florida
$276K +$3.43K +148 +1%
CCMG
1080
Clark Capital Management Group
Pennsylvania
$273K +$2.83K +122 +1%
CPC
1081
Cookson Peirce & Co
Pennsylvania
$273K +$273K +11,763 New
SIA
1082
Soltis Investment Advisors
Utah
$272K -$6.75K -291 -2%
FWP
1083
Falcon Wealth Planning
California
$269K -$17.8K -768 -6%
UAS
1084
United Asset Strategies
New York
$269K -$31.2K -1,347 -10%
CT
1085
Colonial Trust
South Carolina
$268K +$61.2K +2,642 +30%
PWA
1086
Peterson Wealth Advisors
Utah
$267K +$5.96K +254 +2%
ST
1087
Smithfield Trust
Pennsylvania
$266K – – –
CWM
1088
Cadence Wealth Management
Massachusetts
$266K +$28.7K +1,240 +12%
CCAL
1089
City Center Advisors LLC
Michigan
$265K – – –
MLA
1090
My Legacy Advisors
Oregon
$264K -$146K -6,233 -36%
PFS
1091
Prospera Financial Services
Texas
$263K – – –
PFA
1092
Pure Financial Advisors
California
$262K +$3.55K +153 +1%
TA
1093
TFB Advisors
Kansas
$261K +$261K +11,279 New
SFG
1094
SevenBridge Financial Group
Pennsylvania
$259K -$523K -21,772 -67%
EL
1095
EWA LLC
Pennsylvania
$258K -$514K -22,185 -67%
NAMNJ
1096
NorthStar Asset Management (New Jersey)
New Jersey
$258K -$18.9K -817 -7%
ACP
1097
Aveo Capital Partners
Colorado
$258K -$119K -5,124 -32%
IF
1098
Intrua Financial
Texas
$257K -$7.9K -341 -3%
SPG
1099
Strategic Planning Group
Utah
$256K +$881 +38 +0.3%
CWM
1100
Chronos Wealth Management
Florida
$256K -$16K -691 -6%
42 43
44
45 46