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

Top Sellers

1
CW
Curio Wealth
Maryland
$847K
2
EF
Empowered Funds
Pennsylvania
$0
3
AT
American Trust
Kentucky
$0
4
AssetMark Inc
AssetMark Inc
California
$154M
5
AWM
Apollon Wealth Management
South Carolina
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
251
Caprock Group
Idaho
$9.47M +$101K +4,584 +1%
GC
252
Grimes & Company
Massachusetts
$9.44M -$2.34M -106,096 -20%
PAG
253
Private Advisor Group
New Jersey
$9.32M -$1.62M -73,353 -15%
SF
254
Summit Financial
New Jersey
$9.3M +$3.34M +151,410 +56%
LWM
255
LongView Wealth Management
Georgia
$9.25M +$561K +25,392 +6%
RWRC
256
R.W. Roge & Company
New York
$9.18M -$325K -14,706 -3%
ADL
257
Asset Dedication LLC
California
$9.05M +$184K +8,324 +2%
SC
258
SouthState Corp
Florida
$9M +$8.99M +407,186 +115,024%
FLPIM
259
F.L. Putnam Investment Management
Massachusetts
$8.99M +$581K +26,314 +7%
RFA
260
RTD Financial Advisors
Pennsylvania
$8.96M -$204K -9,234 -2%
AWE
261
Avidian Wealth Enterprises
Texas
$8.86M -$213K -9,625 -2%
NP
262
NorthRock Partners
Minnesota
$8.83M -$1.25M -56,434 -12%
BFG
263
Bleakley Financial Group
New Jersey
$8.79M +$5.99M +271,312 +214%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$8.72M -$968K -43,850 -10%
SAI
265
Savvy Advisors Inc
New York
$8.71M -$33.2K -1,504 -0.4%
FFG
266
Floyd Financial Group
Missouri
$8.57M -$3.26M -147,819 -28%
MML Investors Services
267
MML Investors Services
Massachusetts
$8.56M -$136K -6,178 -2%
PA
268
Planning Alternatives
Michigan
$8.55M -$1.14M -51,499 -12%
MA
269
MBA Advisors
Pennsylvania
$8.5M +$78.7K +3,564 +0.9%
AI
270
Atria Investments
North Carolina
$8.32M +$440K +19,924 +6%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$8.3M +$140K +6,328 +2%
VWA
272
VSM Wealth Advisory
Maryland
$8.21M +$69.1K +3,130 +0.8%
PIMG
273
Patriot Investment Management Group
Tennessee
$8.12M -$52.9K -2,394 -0.6%
CFA
274
Cahill Financial Advisors
Minnesota
$8.1M -$672K -30,417 -8%
GSAM
275
Grant Street Asset Management
Pennsylvania
$8.03M +$78.4K +3,551 +1%
9 10
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