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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
US Bancorp
Minnesota
$4.78B
2
DE
Diversified Enterprises
Delaware
$345M
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
$608M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$276M
3
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$34.7M
4
CPIG
Chicago Partners Investment Group
Illinois
$32.4M
5
ECG
Edge Capital Group
Georgia
$3.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1251
Guardian Wealth Management
Illinois
$42.2K +$23 +1 +0.1%
BF
1252
BOK Financial
Oklahoma
$40.6K – – –
OA
1253
Operose Advisors
Wisconsin
$40.2K – – –
PA
1254
PSI Advisors
Florida
$39.9K – – –
HWM
1255
HighMark Wealth Management
Minnesota
$39.8K +$139 +6 +0.4%
SAM
1256
Synergy Asset Management
Washington
$35.7K +$35.7K +527 New
NFSG
1257
Newbridge Financial Services Group
Florida
$35.5K +$35.5K +1,533 New
IHWM
1258
Iron Horse Wealth Management
Iowa
$35.3K – – –
HPIA
1259
Hamilton Point Investment Advisors
North Carolina
$34.4K +$13.7K +589 +66%
GI
1260
GAMMA Investing
California
$34.3K -$23 -1 -0.1%
PWMG
1261
Private Wealth Management Group
New Jersey
$33K +$33K +1,422 New
WT
1262
Washington Trust
Rhode Island
$32.8K – – –
RA
1263
Rise Advisors
New York
$32.7K +$15.2K +654 +87%
WPA
1264
West Paces Advisors
Georgia
$32.6K -$23 -1 -0.1%
BIG
1265
Brooklyn Investment Group
New York
$32.1K +$32.1K +1,385 New
BA
1266
Bellwether Advisors
Nebraska
$32.1K +$32.1K +1,383 New
DAM
1267
Delta Asset Management
Tennessee
$31.3K – – –
IA
1268
IFS Advisors
Kansas
$30.3K +$30.3K +1,306 New
PGAM
1269
Princeton Global Asset Management
New Jersey
$30.1K +$70 +3 +0.2%
VCM
1270
Versant Capital Management
Arizona
$29.2K +$93 +4 +0.3%
PMIM
1271
Prudent Man Investment Management
Colorado
$26.1K +$26.1K +1,127 New
MFS
1272
Mattson Financial Services
Michigan
$25.2K +$25.2K +372 New
MFA
1273
McClarren Financial Advisors
Pennsylvania
$25K +$25K +1,103 New
CP
1274
Castleview Partners
Texas
$24.5K -$5.86K -253 -19%
AEPWM
1275
Atlantic Edge Private Wealth Management
Florida
$24.3K – – –
49 50
51
52 53