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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, 1,129 increasing their positions, 18 reducing their positions, and 61 closing their positions.

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
1,129
Reduced
18
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
Creative Planning
2
Creative Planning
Kansas
$1.91B
3
SEI Investments
3
SEI Investments
Pennsylvania
$815M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$745M
5
SFG
5
Sage Financial Group
Pennsylvania
$576M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$276M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$0
3
ECG
3
Edge Capital Group
Georgia
$3.09M
4
LAM
4
L2 Asset Management
Massachusetts
$0
5
RL
5
Retireful LLC
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$4.78B 206,419,096 +185,825,669 +902%
Creative Planning
2
Creative Planning
Kansas
$1.91B 82,467,395 +54,548,256 +195%
SEI Investments
3
SEI Investments
Pennsylvania
$815M 35,164,430 +22,812,367 +185%
HSA
4
HBK Sorce Advisory
Pennsylvania
$745M 32,139,846 +21,503,265 +202%
MGIA
5
Moneta Group Investment Advisors
Missouri
$608M 26,239,480 +628,912 +2%
SFG
6
Sage Financial Group
Pennsylvania
$576M 24,865,286 +16,511,474 +198%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$482M 20,777,879 +14,301,389 +221%
Cerity Partners
8
Cerity Partners
New York
$429M 18,460,760 +12,242,859 +197%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$405M 17,473,484 +11,845,657 +210%
UBS Group
10
UBS Group
Switzerland
$388M 16,756,375 +10,781,978 +180%
CWM
11
Campbell Wealth Management
Virginia
$366M 15,779,897 +10,670,574 +209%
DE
12
Diversified Enterprises
Delaware
$345M 14,875,742 +10,909,001 +275%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$341M 14,724 +9,738 +195%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$341M 14,690,875 +9,528,765 +185%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$276M 11,897,313 -2,019,533 -15%
PCIA
16
Prime Capital Investment Advisors
Kansas
$258M 11,136,452 +7,297,066 +190%
HighTower Advisors
17
HighTower Advisors
Illinois
$256M 11,036,122 +7,369,784 +201%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$253M 10,924,350 +7,571,049 +226%
ML
19
McAdam LLC
Pennsylvania
$240M 10,339,604 +7,009,351 +210%
Mariner
20
Mariner
Kansas
$236M 10,168,084 +6,841,546 +206%
KOC
21
Koss-Olinger Consulting
Florida
$228M 9,833,558 +6,613,946 +205%
AssetMark Inc
22
AssetMark Inc
California
$213M 9,208,628 +6,075,218 +194%
JFG
23
JMG Financial Group
Illinois
$192M 8,298,426 +5,480,099 +194%
LPL Financial
24
LPL Financial
California
$163M 7,012,430 +4,762,550 +212%
Bank of America
25
Bank of America
North Carolina
$151M 6,497,579 +4,497,124 +225%
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