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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 %
FIM
1176
FWL Investment Management
Texas
$204K -$348 -15 -0.2%
BDFN
1177
Bond & Devick Financial Network
Minnesota
$204K -$408K -6,012 -67%
GWWM
1178
Great Waters Wealth Management
Minnesota
$204K -$3.64K -157 -2%
PCM
1179
Presidio Capital Management
California
$203K -$9.74K -420 -5%
HNWAG
1180
High Net Worth Advisory Group
Florida
$202K +$202K +8,727 New
SIA
1181
Strategic Investment Advisors
Michigan
$202K -$4.24K -183 -2%
CISOA
1182
Capital Investment Services of America
Wisconsin
$201K +$201K +8,670 New
GWSG
1183
GPS Wealth Strategies Group
Colorado
$197K +$788 +34 +0.4%
Fifth Third Bancorp
1184
Fifth Third Bancorp
Ohio
$196K -$30.9K -1,335 -14%
SIS
1185
Sound Income Strategies
Florida
$192K +$134K +5,780 +231%
SFC
1186
SYM Financial Corp
Indiana
$190K – – –
LB
1187
Legacy Bridge
Iowa
$187K +$46 +2 +0%
BCMLT
1188
Beacon Capital Management LLC (Tennessee)
Tennessee
$185K +$556 +24 +0.3%
ACM
1189
Accent Capital Management
Ohio
$174K – – –
CIM
1190
Contravisory Investment Management
Massachusetts
$167K +$76.3K +3,292 +84%
UB
1191
UMB Bank
Missouri
$167K – – –
SFG
1192
Stonebridge Financial Group
Pennsylvania
$164K +$164K +7,074 New
NG
1193
NWK Group
California
$164K – – –
LC
1194
Lindbrook Capital
California
$159K – – –
MMCM
1195
Murphy & Mullick Capital Management
New York
$157K +$157K +6,759 New
GJIA
1196
Glass Jacobson Investment Advisors
Maryland
$141K – – –
CMP
1197
Coston McIsaac & Partners
Maine
$137K – – –
AIC
1198
Archer Investment Corporation
Indiana
$136K +$417 +18 +0.3%
POIA
1199
Pin Oak Investment Advisors
Texas
$136K -$272K -4,000 -67%
PFP
1200
Pinnacle Financial Partners
Tennessee
$136K -$271K -4,000 -67%
46 47
48
49 50