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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 %
CWM
301
Circle Wealth Management
New Jersey
$6.85M +$16.1K +730 +0.2%
CA
302
CoreCap Advisors
Michigan
$6.77M +$3.31M +149,849 +96%
SP
303
SWS Partners
Ohio
$6.73M -$130K -5,874 -2%
ATWA
304
Arbor Trust Wealth Advisors
Michigan
$6.71M +$400K +18,138 +6%
NRI
305
NFP Retirement Inc
California
$6.67M -$293K -13,291 -4%
TNA
306
True North Advisors
Texas
$6.65M +$6.65M +301,098 New
MHR
307
Matthew Hamilton Rosenberg
$6.62M -$76.1K -3,447 -1%
HG
308
Harbor Group
New Hampshire
$6.46M -$38.4K -1,738 -0.6%
LPT
309
Legacy Private Trust
Wisconsin
$6.45M -$476K -21,579 -7%
EWA
310
EP Wealth Advisors
California
$6.45M +$23.8K +1,078 +0.4%
ACM
311
Arcataur Capital Management
Wisconsin
$6.41M -$817 -37 -0%
MW
312
MBL Wealth
North Carolina
$6.3M -$9.94K -450 -0.2%
BCM
313
Barden Capital Management
Texas
$6.21M +$64K +2,900 +1%
GGI
314
GPM Growth Investors
Michigan
$6.2M +$2.16M +97,903 +54%
CPRC
315
Consolidated Portfolio Review Corp
New York
$6.19M +$177K +8,019 +3%
FSWA
316
Financial Synergies Wealth Advisors
Texas
$6.17M -$211K -9,578 -3%
MAS
317
Madden Advisory Services
Florida
$6.16M +$46.3K +2,095 +0.8%
GCA
318
Gradient Capital Advisors
California
$6.11M -$151K -6,858 -2%
CFMC
319
Curbstone Financial Management Corp
New Hampshire
$6.09M -$43.9K -1,990 -0.7%
BAM
320
Berkshire Asset Management
Pennsylvania
$6.02M +$243K +10,890 +4%
PIA
321
Pinion Investment Advisors
Kansas
$5.88M +$2.72M +123,351 +86%
LFGO
322
Legacy Financial Group (Oklahoma)
Oklahoma
$5.82M -$203K -9,215 -3%
TSWM
323
Triangle Securities Wealth Management
North Carolina
$5.82M +$159K +7,221 +3%
IWMA
324
Ironwood Wealth Management (Arizona)
Arizona
$5.76M -$741K -33,575 -11%
PA
325
Parallel Advisors
California
$5.71M +$33.7K +1,524 +0.6%
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