SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,333 hedge funds and large institutions have $24.5B invested in Schwab US Large- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 528 increasing their positions, 500 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,333
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
18.11%
Holding in Top 10
195
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.94%
% of All Funds
2.65%
New
98
Increased
528
Reduced
500
Closed
81
Calls
$1.18M
Puts
$117K
Net Calls
+$1.07M
Net Calls Change
-$489K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$393M
2
US Bancorp
2
US Bancorp
Minnesota
$4.8B
3
Betterment LLC
3
Betterment LLC
New York
$292M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$690M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$352M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$847K
2
EF
2
Empowered Funds
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
AssetMark Inc
4
AssetMark Inc
California
$154M
5
AWM
5
Apollon Wealth Management
South Carolina
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
226
Enclave Advisors
Texas
$11.4M +$35.4K +1,602 +0.3%
LPAM
227
Lodestar Private Asset Management
California
$11.4M +$441K +19,962 +4%
CCA
228
Cobblestone Capital Advisors
New York
$11.3M -$977K -44,263 -8%
FFA
229
Farther Finance Advisors
California
$11.2M -$856K -38,598 -7%
SFPM
230
Sensible Financial Planning & Management
Massachusetts
$11.2M -$23.9K -1,081 -0.2%
ACG
231
Allen Capital Group
Nebraska
$11M -$171K -7,743 -2%
NSAM
232
North Star Asset Management
Wisconsin
$11M +$219K +9,897 +2%
BTWM
233
Brass Tax Wealth Management
Ohio
$10.9M -$110K -4,995 -1%
WA
234
Waverly Advisors
Alabama
$10.9M +$4.09M +185,368 +60%
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$10.8M +$451K +20,444 +4%
GCM
236
G2 Capital Management
Ohio
$10.4M – – –
RWP
237
Revolve Wealth Partners
New Jersey
$10.4M +$134K +6,060 +1%
MFA
238
Morling Financial Advisors
California
$10.4M +$46.7K +2,115 +0.5%
NA
239
NewEdge Advisors
Louisiana
$10.4M -$386K -17,481 -4%
SCM
240
SCS Capital Management
Massachusetts
$10.3M +$10.3M +464,556 New
AWM
241
AE Wealth Management
Kansas
$10.2M +$5.12M +231,869 +100%
CFO
242
CVA Family Office
Colorado
$10.2M -$108K -4,905 -1%
AMM
243
American Money Management
California
$10M +$216K +9,795 +2%
FF
244
Farrell Financial
New York
$9.81M +$491K +22,233 +5%
CHA
245
Cooper/Haims Advisors
New York
$9.77M -$37.2K -1,687 -0.4%
FC
246
Forte Capital
New York
$9.59M -$224K -10,162 -2%
SFWC
247
Strategic Family Wealth Counselors
New Jersey
$9.58M +$3.42K +155 +0%
MFG
248
Merit Financial Group
Georgia
$9.53M +$7.24M +327,766 +315%
EH
249
Equitable Holdings
New York
$9.52M +$3.04M +137,761 +47%
EWP
250
Elevation Wealth Partners
California
$9.5M +$1.52M +68,930 +19%
8 9
10
11 12