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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 %
W
1276
WealthCollab
Washington
$24.1K – – –
CFGS
1277
Concourse Financial Group Securities
Alabama
$23.4K -$3.54K -147 -13%
NRC
1278
New Republic Capital
North Carolina
$22.7K – – –
MIM
1279
Marshall Investment Management
Colorado
$20.1K +$20.1K +296 New
BFP
1280
Briaud Financial Planning
Texas
$20K – – –
MCM
1281
Mainstream Capital Management
California
$19.9K +$19.9K +858 New
RCA
1282
Runnymede Capital Advisors
Ohio
$19.7K +$19.7K +852 New
EFP
1283
EnRich Financial Partners
Wisconsin
$19.3K +$2.02K +87 +12%
WIM
1284
Westside Investment Management
California
$19.1K +$7.96K +343 +71%
CPG
1285
Cornerstone Planning Group
New Jersey
$18.9K -$37.6K -1,580 -67%
PIS
1286
POM Investment Strategies
North Carolina
$18.8K – – –
CI
1287
Cordant Inc
Oregon
$17.7K – – –
AG
1288
AmeriFlex Group
Nevada
$15.8K +$15.8K +660 New
DPW
1289
DiNuzzo Private Wealth
Pennsylvania
$15.7K – – –
NIA
1290
NBZ Investment Advisors
Tennessee
$15.6K +$15.6K +675 New
TWM
1291
Topsail Wealth Management
North Carolina
$14.6K +$14.6K +630 New
LFA
1292
Legend Financial Advisors
Pennsylvania
$14.2K -$23 -1 -0.2%
HCM
1293
Horrell Capital Management
Arkansas
$14K – – –
AWM
1294
Aberdeen Wealth Management
Illinois
$13.9K -$46.4K -2,001 -77%
HBW
1295
Hazlett, Burt & Watson
West Virginia
$13K -$1.44K -65 -10%
KFI
1296
Key Financial Inc
Pennsylvania
$12.5K – – –
PA
1297
Pineridge Advisors
Missouri
$12.4K +$4.13K +178 +50%
HFS
1298
Hopwood Financial Services
Virginia
$11.8K +$11.8K +507 New
MM
1299
Main Management
California
$11K – – –
BGWM
1300
Bridge Generations Wealth Management
Florida
$10.9K +$10.9K +470 New
50 51
52
53 54