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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,334 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, 501 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
18.12%
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
501
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 %
TI
326
Truepoint Inc
Ohio
$5.69M -$194K -8,770 -3%
PFM
327
Phillips Financial Management
Indiana
$5.67M -$25.4K -1,150 -0.4%
KFC
328
Klingenstein Fields & Co
New York
$5.66M +$65.5K +2,967 +1%
MAFA
329
MJT & Associates Financial Advisory
Minnesota
$5.62M +$5.62M +254,444 New
VI
330
VanderPol Investments
Michigan
$5.61M +$844K +38,245 +18%
DSA
331
Droms Strauss Advisors
Missouri
$5.6M -$30.3K -1,370 -0.5%
CWA
332
Cornerstone Wealth Advisors
Minnesota
$5.6M -$413K -18,722 -7%
B
333
Birchbrook
Maine
$5.59M +$204K +9,228 +4%
SFC
334
Summit Financial Consulting
Michigan
$5.55M +$5.55M +251,227 New
SMA
335
Sage Mountain Advisors
Georgia
$5.52M – – –
PA
336
PFG Advisors
Arizona
$5.39M +$231K +10,480 +4%
VST
337
Van Strum & Towne
California
$5.32M -$54.6K -2,475 -1%
KF
338
Krilogy Financial
Missouri
$5.29M -$59.7K -2,703 -1%
SEIA
339
Signature Estate & Investment Advisors
California
$5.27M -$99.4K -4,500 -2%
OFG
340
Omega Financial Group
California
$5.22M -$113K -5,109 -2%
SNWA
341
Siligmueller & Norvid Wealth Advisors
Illinois
$5.21M -$22.4K -1,013 -0.4%
TWP
342
Tempus Wealth Planning
California
$5.2M -$110K -4,963 -2%
SPI
343
Santori & Peters Inc
Pennsylvania
$5.19M -$24.9K -1,128 -0.5%
VCAM
344
Van Cleef Asset Management
Ohio
$5.19M -$110K -4,966 -2%
SPA
345
Sentinel Pension Advisors
Massachusetts
$5.18M +$268K +12,157 +5%
MA
346
Mutual Advisors
Nebraska
$5.13M +$9.18K +422 +0.2%
AL
347
Aspiriant LLC
California
$5.12M -$511K -23,152 -9%
BIP
348
Blueprint Investment Partners
North Carolina
$5.09M -$1.73M -78,322 -25%
Pathstone Holdings
349
Pathstone Holdings
New Jersey
$5.03M +$1.71M +88,400 +51%
IC
350
IEQ Capital
California
$5.02M +$1.14M +51,727 +29%
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