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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
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 %
BBPWM
176
Blue Bell Private Wealth Management
Pennsylvania
$19.4M -$99K -4,273 -0.5%
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$19.2M -$1.32M -57,002 -6%
FMP
178
Financial Management Professionals
Texas
$19M -$8.66M -373,518 -31%
BDF
179
Black Diamond Financial
Maryland
$19M -$153K -6,616 -0.8%
TFA
180
Transamerica Financial Advisors
Florida
$18.9M +$661K +28,504 +4%
FIA
181
Foundations Investment Advisors
Arizona
$18.8M +$1.57M +67,660 +9%
SSWM
182
Sheets Smith Wealth Management
North Carolina
$18.7M -$18.6K -803 -0.1%
ACM
183
Alpha Capital Management
Texas
$18.3M -$100K -4,321 -0.5%
JCM
184
Jacobi Capital Management
Pennsylvania
$18.3M +$385K +16,592 +2%
CCM
185
Coldstream Capital Management
Washington
$18.1M -$2.17M -93,763 -11%
CAG
186
Csenge Advisory Group
Florida
$17.8M -$29.3M -1,266,169 -62%
GIA
187
Gladstone Institutional Advisory
Florida
$17.7M +$526K +22,680 +3%
AWM
188
Abound Wealth Management
Tennessee
$17.6M -$112K -4,849 -0.6%
PWM
189
Prosperity Wealth Management
California
$17.4M +$2.28M +98,399 +15%
PWM
190
Perigon Wealth Management
California
$17.4M +$5.01M +213,229 +41%
BWM
191
BCS Wealth Management
Tennessee
$17.3M +$17.3M +746,081 New
AQR Capital Management
192
AQR Capital Management
Connecticut
$16.9M +$3.63M +156,662 +27%
FNC
193
First National Corp
Massachusetts
$16.7M +$541K +23,328 +3%
NCM
194
Northwest Capital Management
Oregon
$16.6M -$1.87M -80,649 -10%
SWM
195
SigFig Wealth Management
California
$16.4M +$4.12M +184,308 +34%
LIM
196
Leavell Investment Management
Alabama
$16.3M -$115K -4,977 -0.7%
EWM
197
Empirical Wealth Management
Washington
$15.9M -$159K -6,841 -1%
WCM
198
Winthrop Capital Management
Indiana
$15.8M +$15.8M +677,803 New
FFN
199
Focus Financial Network
Minnesota
$15.2M -$308K -13,284 -2%
RWA
200
Redhawk Wealth Advisors
Minnesota
$15.1M +$1.11M +47,795 +8%
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