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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 %
BSG
1151
Black Swift Group
Colorado
$222K +$222K +9,578 New
BFG
1152
Beacon Financial Group
Texas
$220K +$7.53K +325 +4%
PMSA
1153
Patrick M. Sweeney & Associates
Illinois
$219K +$46 +2 +0%
WG
1154
Welch Group
Alabama
$218K -$5.79K -249 -3%
BWL
1155
Bogart Wealth LLC
Virginia
$218K +$58.5K +2,523 +37%
MAG
1156
M3 Advisory Group
Massachusetts
$218K +$719 +31 +0.3%
FAC
1157
Financial Advisory Corporation
Michigan
$218K +$218K +9,386 New
HP
1158
Haven Private
Florida
$217K +$217K +9,381 New
WMA
1159
West Michigan Advisors
Michigan
$217K +$626 +27 +0.3%
CWP
1160
Corepath Wealth Partners
Arizona
$217K -$428K -18,525 -66%
DPI
1161
Diversified Portfolios Inc
Michigan
$216K +$46 +2 +0%
HIF
1162
Hill Island Financial
Michigan
$215K -$121K -5,219 -36%
HCMG
1163
Howard Capital Management Group
California
$214K – – –
SF
1164
Symphony Financial
Texas
$212K +$212K +9,138 New
CSA
1165
Cottage Street Advisors
Massachusetts
$211K +$695 +30 +0.3%
SIAP
1166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K +$3.73K +161 +2%
PI
1167
PFG Investments
New York
$208K -$487 -21 -0.2%
CS
1168
Crescent Sterling
Louisiana
$207K +$207K +8,920 New
LDB
1169
Lee, Danner & Bass
Tennessee
$206K +$206K +8,893 New
MA
1170
MKT Advisors
California
$206K +$206K +8,691 New
BWL
1171
Beacon Wealthcare LLC
North Carolina
$206K – – –
PFGIA
1172
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$168K -7,238 -45%
AF
1173
Amara Financial
California
$205K +$205K +8,857 New
SWM
1174
Sugarloaf Wealth Management
Georgia
$204K – – –
ODIJL
1175
One Day In July LLC
Vermont
$204K +$204K +8,808 New
45 46
47
48 49