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 %
LBC
151
Lowe Brockenbrough & Co
Virginia
$23.7M +$3.11M +133,987 +15%
EFG
152
Ethos Financial Group
Pennsylvania
$23.7M +$2.26M +97,644 +11%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$23.5M +$2.09M +89,979 +10%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$23.2M +$4.3M +185,678 +23%
VFIC
155
Valley Forge Investment Consultants
Pennsylvania
$23.1M -$642K -27,697 -3%
BIA
156
Bell Investment Advisors
California
$22.7M -$114K -4,906 -0.5%
SVWAG
157
Sound View Wealth Advisors Group
Georgia
$22.6M -$601K -25,934 -3%
OPS
158
Orion Portfolio Solutions
Nebraska
$22.5M -$3.76M -162,196 -14%
BCI
159
Brinker Capital Investments
Pennsylvania
$22.5M -$3.76M -162,196 -14%
CFG
160
Carr Financial Group
Massachusetts
$22.4M +$1.17M +50,489 +6%
RCIM
161
Red Cedar Investment Management
Michigan
$21.8M – – –
CFIA
162
Cantor Fitzgerald Investment Advisors
New York
$21.6M -$453K -19,556 -2%
SIC
163
Salem Investment Counselors
North Carolina
$21.2M -$497K -21,448 -2%
EL
164
Essex LLC
Illinois
$21.1M +$984K +42,430 +5%
SFMG
165
Sage Financial Management Group
Virginia
$21M -$15.3K -662 -0.1%
Truist Financial
166
Truist Financial
North Carolina
$20.6M +$1.22M +52,524 +6%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$20.5M -$192K -8,297 -0.9%
Osaic Holdings
168
Osaic Holdings
Arizona
$20.3M +$500K +21,558 +3%
WA
169
WBH Advisory
Maryland
$20.3M +$193K +8,321 +1%
AA
170
Ancora Advisors
Ohio
$19.8M -$443K -19,131 -2%
SFG
171
SNS Financial Group
Minnesota
$19.8M -$2.27M -97,994 -10%
HCM
172
Hengehold Capital Management
Ohio
$19.8M -$535K -23,092 -3%
KHC
173
Koesten Hirschmann & Crabtree
Kansas
$19.7M -$1.09K -47 -0%
WCFP
174
White & Co Financial Planning
Washington
$19.7M +$19.7M +848,179 New
CCA
175
Clearwater Capital Advisors
Illinois
$19.6M -$1M -43,255 -5%
5 6
7
8 9