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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 %
BNP Paribas Financial Markets
1351
BNP Paribas Financial Markets
France
– -$3.15M -139,362 Closed
STA
1352
Summit Trail Advisors
New York
– -$3.11M -137,475 Closed
NRW
1353
Nova R Wealth
Kansas
– -$2.54M -112,260 Closed
ZIMP
1354
Zimmermann Investment Management & Planning
Pennsylvania
– -$2.24M -98,985 Closed
WA
1355
Win Advisors
Florida
– -$1.77M -78,147 Closed
GS
1356
GTS Securities
New York
– -$1.6M -70,905 Closed
SSWM
1357
Smith Salley Wealth Management
North Carolina
– -$1.11M -48,873 Closed
HF
1358
HRT Financial
New York
– -$816K -36,105 Closed
FTUS
1359
Flow Traders U.S.
New York
– -$760K -33,597 Closed
FFO
1360
Fiduciary Family Office
Florida
– -$750K -33,177 Closed
PWA
1361
Pillar Wealth Advisors
Pennsylvania
– -$717K -31,695 Closed
TNA
1362
True North Advisors
Texas
– -$655K -28,968 Closed
BBA
1363
BLB&B Advisors
Pennsylvania
– -$454K -20,058 Closed
MPCA
1364
Madison Park Capital Advisors
Washington
– -$415K -18,339 Closed
RWM
1365
Revisor Wealth Management
Ohio
– -$381K -16,863 Closed
PCI
1366
Planning Center Inc
Illinois
– -$350K -15,456 Closed
WGC
1367
Watts Gwilliam & Co
Arizona
– -$338K -14,952 Closed
RPA
1368
Rock Point Advisors
Vermont
– -$336K -14,868 Closed
WFAG
1369
Worth Financial Advisory Group
North Carolina
– -$334K -14,775 Closed
CWM
1370
Connecticut Wealth Management
Connecticut
– -$316K -13,971 Closed
PBF
1371
Petix & Botte Financial
California
– -$305K -13,464 Closed
AWP
1372
Abacus Wealth Partners
California
– -$304K -13,458 Closed
RWA
1373
River Wealth Advisors
Pennsylvania
– -$295K -13,053 Closed
MSF
1374
Mustard Seed Financial
Arkansas
– -$282K -12,471 Closed
MSA
1375
McAlister Sweet & Associates
Texas
– -$274K -12,123 Closed
53 54
55
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