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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 %
AWM
1101
Aegis Wealth Management
Maryland
$255K +$255K +11,016 New
CCP
1102
Clarity Capital Partners
California
$254K – – –
JFGIW
1103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K +$186K +7,800 +280%
RWM
1104
Ritholtz Wealth Management
New York
$252K +$742 +32 +0.3%
TF
1105
Trek Financial
Arizona
$252K +$252K +10,877 New
AWA
1106
Authentikos Wealth Advisory
California
$252K +$252K +10,862 New
BWM
1107
Brown Wealth Management
Illinois
$250K -$8.39K -362 -3%
FPW
1108
Fairvoy Private Wealth
Alabama
$250K +$250K +10,765 New
IPA
1109
Investment Planning Advisors
Georgia
$249K +$249K +10,728 New
BCA
1110
Bay Colony Advisors
Massachusetts
$248K – – –
ACP
1111
Aviance Capital Partners
Florida
$248K -$53.3K -2,300 -18%
MSR
1112
Main Street Research
Connecticut
$248K +$248K +10,689 New
WHCFA
1113
William Howard & Co Financial Advisors
Tennessee
$246K -$4.2K -181 -2%
SAM
1114
SP Asset Management
California
$246K +$46 +2 +0%
IAS
1115
Insigneo Advisory Services
Florida
$245K +$245K +10,575 New
AI
1116
Accredited Investors
Minnesota
$244K +$139 +6 +0.1%
EFM
1117
Eley Financial Management
Vermont
$243K – – –
QWP
1118
Quotient Wealth Partners
Texas
$243K +$4.08K +176 +2%
SCA
1119
Stonebridge Capital Advisors
Minnesota
$242K – – –
GWSA
1120
Global Wealth Strategies & Associates
Colorado
$242K – – –
IWN
1121
Independent Wealth Network
Iowa
$241K -$66.7K -2,879 -22%
GWAM
1122
Guardian Wealth Advisors (Minnesota)
Minnesota
$240K -$23 -1 -0%
SGK
1123
Steigerwald Gordon & Koch
Virginia
$240K -$17K -735 -7%
AC
1124
Apella Capital
Connecticut
$239K – – –
PS
1125
Pinney & Scofield
Massachusetts
$236K +$236K +10,197 New
43 44
45
46 47