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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 %
KHCM
1376
Kirtland Hills Capital Management
Ohio
– -$271K -12,000 Closed
HT
1377
Headlands Technologies
Illinois
– -$264K -11,667 Closed
CSPIA
1378
Cary Street Partners Investment Advisory
Virginia
– -$260K -11,514 Closed
Fisher Asset Management
1379
Fisher Asset Management
Washington
– -$253K -11,184 Closed
S
1380
Sunpointe
Missouri
– -$249K -11,019 Closed
CCG
1381
Cypress Capital Group
Florida
– -$246K -10,875 Closed
CA
1382
CapWealth Advisors
Tennessee
– -$238K -10,542 Closed
CWM
1383
Cedar Wealth Management
California
– -$229K -10,113 Closed
TI
1384
Trexquant Investment
Connecticut
– -$226K -10,005 Closed
VF
1385
Vawter Financial
Ohio
– -$224K -9,912 Closed
CWS
1386
Cypress Wealth Services
California
– -$219K -9,669 Closed
AG
1387
Advocate Group
Minnesota
– -$219K -9,669 Closed
PG
1388
Prostatis Group
Maryland
– -$217K -9,582 Closed
SB
1389
Strategic Blueprint
Georgia
– -$212K -9,372 Closed
PWPS
1390
Pinnacle Wealth Planning Services
Ohio
– -$211K -9,318 Closed
WBCM
1391
Wilson & Boucher Capital Management
California
– -$191K -8,442 Closed
AWA
1392
Alaska Wealth Advisors
Alaska
– -$185K -8,196 Closed
Optiver Holding
1393
Optiver Holding
Netherlands
– -$148K -6,528 Closed
PS
1394
Planned Solutions
California
– -$106K -4,665 Closed
DI
1395
DAGCO Inc
Ohio
– -$102K -4,500 Closed
RWM
1396
Reston Wealth Management
Virginia
– -$84.6K -3,741 Closed
FDCP
1397
Foster Dykema Cabot & Partners
Massachusetts
– -$50.7K -2,241 Closed
NFA
1398
Northwest Financial Advisors
Virginia
– -$44.3K -1,956 Closed
MAM
1399
Marquette Asset Management
Minnesota
– -$43.2K -1,908 Closed
PCA
1400
Providence Capital Advisors
North Carolina
– -$35.3K -1,560 Closed
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