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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 %
MPWT
1201
MassMutual Private Wealth & Trust
Connecticut
$134K +$70.5K +3,041 +112%
GP
1202
Greenline Partners
New York
$131K +$131K +5,663 New
CIAS
1203
CBIZ Investment Advisory Services
Ohio
$127K – – –
AIP
1204
Alexis Investment Partners
Texas
$125K +$125K +5,406 New
LWA
1205
Lowe Wealth Advisors
Maryland
$125K – – –
AWM
1206
Atticus Wealth Management
Florida
$125K +$7.09K +306 +6%
CWC
1207
Carolinas Wealth Consulting
North Carolina
$123K -$46 -2 -0%
HWA
1208
Heritage Wealth Advisors
Virginia
$119K -$6.49K -280 -5%
GCM
1209
Gables Capital Management
Florida
$116K – – –
OW
1210
Olistico Wealth
Oklahoma
$114K – – –
TCPG
1211
Trivant Custom Portfolio Group
California
$111K – – –
SC
1212
Stephens Consulting
Michigan
$108K -$2.32K -100 -2%
KSWA
1213
Kathleen S. Wright Associates
Pennsylvania
$105K – – –
FFWM
1214
Future Financial Wealth Management
Ohio
$104K -$121K -5,220 -54%
TAM
1215
Tucker Asset Management
Colorado
$104K -$182K -7,833 -64%
RMP
1216
Richards, Merrill & Peterson
Washington
$102K +$102K +4,419 New
HHGA
1217
Halbert Hargrove Global Advisors
California
$100K +$100K +4,328 New
MEG
1218
Millstone Evans Group
Colorado
$97.4K +$97.4K +4,200 New
PC
1219
Promus Capital
Illinois
$96.4K +$96.4K +4,158 New
IF
1220
Integrity Financial
Wyoming
$93.7K +$93.7K +4,041 New
NSIM
1221
North Star Investment Management
Illinois
$92.1K +$278 +12 +0.3%
GWS
1222
Glassman Wealth Services
Virginia
$85.8K – – –
RP
1223
Rice Partnership
Hawaii
$81.7K -$72.6K -3,132 -47%
HNW
1224
High Note Wealth
Minnesota
$76.8K +$76.8K +3,312 New
BCWM
1225
Ball & Co Wealth Management
Tennessee
$72K +$72K +3,121 New
47 48
49
50 51