SCHX icon

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
1
US Bancorp
Minnesota
$4.78B
2
DE
2
Diversified Enterprises
Delaware
$345M
3
EF
3
Empowered Funds
Pennsylvania
$67.1M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$36.3M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$33.5M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$608M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$276M
3
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$34.7M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$32.4M
5
ECG
5
Edge Capital Group
Georgia
$3.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
126
FIDELIS iM
Oregon
$30M -$3.24M -139,985 -10%
BWM
127
Bernard Wealth Management
Michigan
$29.9M +$29.9M +1,288,773 New
Stifel Financial
128
Stifel Financial
Missouri
$29.9M +$2.78M +120,020 +10%
BA
129
Bristlecone Advisors
Washington
$29.5M +$124K +5,329 +0.4%
RDWM
130
Red Door Wealth Management
Tennessee
$29.3M +$817K +35,262 +3%
MFGP
131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$29.3M -$853K -36,795 -3%
CKAIS
132
Christensen King & Associates Investment Services
Washington
$28.9M +$214K +8,977 +0.7%
MF
133
Manchester Financial
California
$28.8M -$62.2K -2,684 -0.2%
FCM
134
Fortis Capital Management
Washington
$28.6M -$1.51M -65,301 -5%
PAG
135
Powers Advisory Group
Illinois
$27.7M -$293K -12,643 -1%
GA
136
Gordian Advisors
Arizona
$27.5M -$936K -40,371 -3%
MSFS
137
Main Street Financial Solutions
Pennsylvania
$27.4M +$880K +37,959 +3%
SAM
138
Sawgrass Asset Management
Florida
$27.3M -$2.14M -92,185 -7%
ACA
139
Ascension Capital Advisors
Texas
$26.9M +$452K +19,520 +2%
HWM
140
HRC Wealth Management
Idaho
$26.9M -$50.3K -2,169 -0.2%
AIP
141
Almanack Investment Partners
Pennsylvania
$26.7M -$554K -23,901 -2%
AIM
142
Anchor Investment Management
South Carolina
$26M -$92.5K -3,991 -0.4%
DBRC
143
D.B. Root & Company
Pennsylvania
$26M -$82.1K -3,542 -0.3%
MIA
144
Milestone Investment Advisors
Wisconsin
$26M -$463K -19,982 -2%
GFM
145
GEN Financial Management
Minnesota
$25.9M +$25.9M +1,116,276 New
AF
146
Allworth Financial
California
$25.4M +$83.2K +3,458 +0.3%
SFC
147
Sprinkle Financial Consultants
Colorado
$25M -$41.1K -1,774 -0.2%
SLT
148
St Louis Trust
Missouri
$24.7M +$14.6K +631 +0.1%
PWM
149
Provident Wealth Management
Tennessee
$24.7M +$1.46M +62,780 +6%
SJIM
150
St. Johns Investment Management
Florida
$24.4M +$514K +22,176 +2%
4 5
6
7 8