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 %
TIM
201
Tortoise Investment Management
New York
$14.8M -$439K -18,959 -3%
HPFG
202
Hart & Patterson Financial Group
Massachusetts
$14.7M -$668K -28,809 -4%
AAS
203
Asset Allocation Strategies
Michigan
$14.7M +$7.32M +305,967 +99%
MA
204
MCF Advisors
Kentucky
$14.7M -$2.39K -103 -0%
FIA
205
FPC Investment Advisory
California
$14.7M +$14.7M +615,018 New
KW
206
Keyvantage Wealth
Pennsylvania
$14.4M +$14.4M +623,295 New
RDIA
207
RE Dickinson Investment Advisors
Iowa
$14.4M -$462K -1,992 -3%
MBI
208
May Barnhard Investments
Maryland
$14.3M +$448K +19,311 +3%
LCM
209
Leisure Capital Management
California
$14.3M +$52.7K +2,275 +0.4%
Northern Trust
210
Northern Trust
Illinois
$14.1M -$45.4K -1,959 -0.3%
AT
211
Arlington Trust
Alabama
$14M – – –
FF
212
Farnam Financial
Arizona
$13.9M -$120K -5,172 -0.9%
IRC
213
Investors Research Corp
Georgia
$13.8M +$674K +29,075 +5%
TLP
214
Trinity Legacy Partners
Texas
$13.7M -$26.4M -1,138,818 -66%
SA
215
Sanctuary Advisors
Indiana
$13.6M -$31.6M -1,315,064 -70%
SPC
216
Sigma Planning Corp
Michigan
$13.3M -$72.4K -3,124 -0.5%
CP
217
Cornerstone Planning
North Carolina
$13.3M +$13.3M +573,497 New
IA
218
IFP Advisors
Florida
$13.2M +$119K +5,133 +0.9%
LFS
219
Lutz Financial Services
Nebraska
$13.2M -$476K -20,523 -3%
AIA
220
Arcadia Investment Advisors
Idaho
$13.1M -$48.1K -2,075 -0.4%
WMWM
221
Wilkins Miller Wealth Management
Alabama
$13.1M +$13.1M +564,079 New
QCM
222
Quantinno Capital Management
New York
$12.9M -$4.76M -205,512 -27%
CCA
223
Cobblestone Capital Advisors
New York
$12.9M -$223K -9,618 -2%
VCM
224
Vivaldi Capital Management
Illinois
$12.9M +$927K +38,989 +8%
FFA
225
Farther Finance Advisors
California
$12.6M +$5.11M +220,279 +68%
7 8
9
10 11