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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 %
SI
1126
Shaker Investments
Ohio
$236K +$371 +16 +0.2%
RIP
1127
RAM Investment Partners
Washington
$235K – – –
DIM
1128
Delta Investment Management
California
$234K +$234K +10,085 New
RF
1129
Robbins Farley
New Hampshire
$233K -$28.6K -1,232 -11%
CIA
1130
Choate Investment Advisors
Massachusetts
$231K -$10.4K -450 -4%
ACM
1131
Advisors Capital Management
New Jersey
$230K +$4.96K +214 +2%
AIFS
1132
A&I Financial Services
Colorado
$230K +$230K +9,924 New
LF
1133
LifeSteps Financial
California
$230K -$6.26K -270 -3%
NCM
1134
Narwhal Capital Management
Georgia
$230K -$9.04K -390 -4%
CRI
1135
Colonial River Investments
Virginia
$229K +$20.2K +872 +10%
SM
1136
Sensible Money
Arizona
$229K -$23 -1 -0%
FFG
1137
Fiduciary Financial Group
California
$229K +$645 +28 +0.3%
SL
1138
Salomon & Ludwin
Virginia
$229K +$2.3K +99 +1%
MWP
1139
Madison Wealth Partners
Wisconsin
$228K -$1.34K -58 -0.6%
GSWM
1140
Golden State Wealth Management
California
$228K +$228K +9,837 New
MIC
1141
Meridian Investment Counsel
California
$228K -$42.8K -1,848 -16%
PF
1142
Penney Financial
Texas
$228K – – –
FW
1143
Fairway Wealth
Ohio
$227K +$227K +9,795 New
SRWM
1144
Shira Ridge Wealth Management
California
$226K – – –
SW
1145
SVB Wealth
Massachusetts
$226K +$226K +9,734 New
PAM
1146
Pegasus Asset Management
New York
$224K -$237K -10,233 -51%
FWM
1147
Fortress Wealth Management
California
$224K – – –
GM
1148
GeoWealth Management
Illinois
$224K +$223K +9,635 +45,881%
UF
1149
Univest Financial
Pennsylvania
$223K +$223K +9,621 New
SWM
1150
Segment Wealth Management
Texas
$223K +$417 +18 +0.2%
44 45
46
47 48