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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 %
CCM
1301
Chilton Capital Management
Texas
$10.4K -$51.5K -2,220 -83%
PP
1302
Pacifica Partners
Canada
$10.4K – – –
1IA
1303
1620 Investment Advisors
Massachusetts
$10.3K – – –
PFA
1304
Pillar Financial Advisors
Kentucky
$10.2K +$10.2K +441 New
FWM
1305
FSA Wealth Management
Massachusetts
$9.32K +$70 +3 +0.8%
AA
1306
Atmos Advisory
Pennsylvania
$8.48K – – –
HWP
1307
Highline Wealth Partners
California
$8.35K +$8.35K +360 New
SC
1308
SouthState Corp
Florida
$8.21K – – –
DF
1309
Dunhill Financial
United Kingdom
$7.64K -$556 -24 -7%
QCG
1310
Quadrant Capital Group
Ohio
$7.51K – – –
FFA
1311
Fairfield Financial Advisors
Massachusetts
$7.44K – – –
TWC
1312
TD Waterhouse Canada
Ontario, Canada
$6.96K – – –
TC
1313
Truvestments Capital
Florida
$6.88K – – –
HDIM
1314
Hanson & Doremus Investment Management
Vermont
$6K – – –
PPA
1315
Painted Porch Advisors
California
$5.84K – – –
TF
1316
Tompkins Financial
New York
$5.49K – – –
T
1317
Tidemark
California
$5.15K +$5.15K +222 New
HWM
1318
Hemington Wealth Management
Virginia
$5K -$10K -486 -67%
OAJ
1319
Ogorek Anthony Joseph
New York
$5K +$22 +1 +0.5%
GFPC
1320
Global Financial Private Client
Florida
$4.45K – – –
Q1WB
1321
Quest 10 Wealth Builders
Virginia
$3.92K +$3.92K +169 New
GK
1322
Graney & King
New York
$3.67K +$3.67K +158 New
FHA
1323
First Horizon Advisors
Tennessee
$3.48K – – –
FFA
1324
Founders Financial Alliance
North Carolina
$3.34K – – –
SVCP
1325
Silicon Valley Capital Partners
California
$3.07K -$17.4K -750 -85%
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