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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 %
KFP
1326
Keener Financial Planning
Texas
$3K +$3K +138 New
WWP
1327
WR Wealth Planners
Missouri
$2.79K – – –
PSFG
1328
Park Square Financial Group
Georgia
$2.76K +$2.76K +119 New
BLC
1329
Brown, Lisle/Cummings
Rhode Island
$2.71K – – –
UCB
1330
United Community Bank
South Carolina
$2.3K +$2.3K +99 New
DRP
1331
Decker Retirement Planning
Utah
$2.06K +$2.06K +89 New
EWM
1332
EPG Wealth Management
Georgia
$1.82K +$23 +1 +1%
OLVIG
1333
Oliver Lagore Vanvalin Investment Group
Michigan
$1.67K – – –
RCM
1334
Raleigh Capital Management
North Carolina
$1.62K +$23 +1 +1%
MFG
1335
Mendota Financial Group
Wisconsin
$1.53K – – –
CSWM
1336
Cassady Schiller Wealth Management
Ohio
$1.21K +$163 +7 +16%
WTFG
1337
Wood Tarver Financial Group
Idaho
$1K +$1K +54 New
HI
1338
Hoey Investments
Pennsylvania
$997 +$997 +43 New
DF
1339
DecisionPoint Financial
Arizona
$947 -$23 -1 -2%
TH
1340
TCTC Holdings
Texas
$904 – – –
RWPA
1341
Richard W. Paul & Associates
Michigan
$811 +$811 +35 New
VHAM
1342
Van Hulzen Asset Management
California
$698 +$698 +30 New
JHCP
1343
Jackson Hole Capital Partners
Oklahoma
$559 – – –
SN
1344
Sittner & Nelson
Oregon
$556 +$556 +24 New
TCOV
1345
Trust Company of Vermont
Vermont
$348 +$348 +15 New
RPA
1346
Redwood Park Advisors
California
$233 +$233 +10 New
DAS
1347
Dynamic Advisor Solutions
Arizona
– -$27.7M -1,225,335 Closed
LAM
1348
L2 Asset Management
Massachusetts
– -$8.27M -365,730 Closed
RL
1349
Retireful LLC
Michigan
– -$5.58M -246,732 Closed
Prudential Financial
1350
Prudential Financial
New Jersey
– -$3.85M -170,253 Closed
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