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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,345 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, 530 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,345
Holders Change
+104
Holders Change %
+8.38%
% of All Funds
17.91%
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
530
Closed
61
Calls
$1.65M
Puts
$93K
Net Calls
+$1.56M
Net Calls Change
-$684K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$4.78B
2
DE
2
Diversified Enterprises
Delaware
$345M
3
EF
3
Empowered Funds
Pennsylvania
$67.1M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$36.3M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$33.5M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$608M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$276M
3
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$34.7M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$32.4M
5
ECG
5
Edge Capital Group
Georgia
$3.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$35.6M +$2.54M +109,442 +8%
TCM
102
Tradewinds Capital Management
Washington
$35.6M +$31.3M +1,352,230 +730%
AFS
103
Access Financial Services
Minnesota
$35.3M -$970K -41,826 -3%
DWM
104
Destination Wealth Management
California
$34.7M +$2.29M +98,943 +7%
SDWMA
105
Schneider Downs Wealth Management Advisors
Pennsylvania
$34.7M +$1.61M +69,374 +5%
NDSI
106
Newman Dignan & Sheerar Inc
Rhode Island
$34.7M -$69.5M -2,999,244 -67%
ATPW
107
Ashton Thomas Private Wealth
Arizona
$33.5M +$33.5M +1,446,079 New
KWM
108
Kolinsky Wealth Management
New Jersey
$33.5M +$2.09M +90,155 +7%
SFP
109
Sherwood Financial Partners
California
$33.4M +$33.4M +1,439,364 New
MTC
110
Matrix Trust Company
Colorado
$33.3M -$273K -11,788 -0.8%
BWA
111
Burt Wealth Advisors
Maryland
$33.2M +$471K +20,324 +1%
GG
112
Gleason Group
Kentucky
$32.7M +$657K +28,330 +2%
PPH
113
Pure Portfolios Holdings
Oregon
$32.7M +$119K +5,137 +0.4%
CPIG
114
Chicago Partners Investment Group
Illinois
$32.4M -$60.9M -2,606,387 -65%
FVWA
115
Foster Victor Wealth Advisors
South Carolina
$32.1M -$2.02M -85,295 -6%
Goldman Sachs
116
Goldman Sachs
New York
$32M +$9.46M +408,020 +42%
CWG
117
Cornerstone Wealth Group
North Carolina
$32M -$14.7K -635 -0%
AIM
118
Athena Investment Management
California
$31.8M +$331K +14,291 +1%
MFC
119
Morris Financial Concepts
South Carolina
$31.7M -$72.5K -3,128 -0.2%
CWM
120
Congress Wealth Management
Massachusetts
$31.6M +$107K +4,618 +0.3%
KCPG
121
Kavar Capital Partners Group
Kansas
$31.4M +$975K +42,058 +3%
VAS
122
Valicenti Advisory Services
New York
$31M -$206K -8,881 -0.7%
BA
123
Ballast Advisors
Minnesota
$30.6M -$206K -8,908 -0.7%
MI
124
Moneywise Inc
Virginia
$30.6M -$1.76M -75,902 -5%
MCM
125
MAI Capital Management
Ohio
$30.5M +$11.2M +481,148 +58%
3 4
5
6 7