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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
+$343M
2
US Bancorp
US Bancorp
Minnesota
+$238M
3
Betterment LLC
Betterment LLC
New York
+$159M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$110M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$106M

Top Sellers

1
CW
Curio Wealth
Maryland
-$7.73B
2
EF
Empowered Funds
Pennsylvania
-$67.1M
3
AT
American Trust
Kentucky
-$56M
4
AssetMark Inc
AssetMark Inc
California
-$49.3M
5
AWM
Apollon Wealth Management
South Carolina
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
351
Bank of New York Mellon
New York
$5M -$2.7M -122,174 -35%
CW
352
Code Waechter
Florida
$4.98M +$156K +7,043 +3%
SWP
353
Stratos Wealth Partners
Ohio
$4.96M -$78.9K -3,575 -2%
VPIM
354
Vanguard Personalized Indexing Management
California
$4.95M +$636K +28,788 +15%
USWG
355
U.S. Wealth Group
New York
$4.9M -$94.3K -4,273 -2%
FA
356
Financial Advisors
Massachusetts
$4.89M -$130K -5,874 -3%
B
357
Bailard
California
$4.84M -$48K -2,175 -1%
BJL
358
Brighton Jones LLC
Washington
$4.84M +$172K +7,791 +4%
BIA
359
Bigelow Investment Advisors
Maine
$4.78M -$210K -9,517 -4%
PWM
360
Paulson Wealth Management
Illinois
$4.77M -$508K -22,999 -10%
CA
361
Calton & Associates
Florida
$4.76M +$4.76M +215,453 New
UAG
362
United Advisor Group
Ohio
$4.75M +$217K +9,833 +5%
VAMG
363
Voisard Asset Management Group
Michigan
$4.67M -$1M -45,481 -18%
CWA
364
Carolina Wealth Advisors
South Carolina
$4.64M -$151K -6,819 -3%
BI
365
Berkeley Inc
Idaho
$4.63M -$734K -33,250 -14%
VA
366
Valmark Advisers
Ohio
$4.51M -$93.7K -4,242 -2%
AAS
367
Avantax Advisory Services
Texas
$4.49M -$456K -20,661 -9%
MWM
368
Mission Wealth Management
California
$4.49M -$44.6K -2,019 -1%
SG
369
Somerset Group
Minnesota
$4.46M +$781K +35,372 +21%
TC
370
TownSquare Capital
Utah
$4.45M +$81.5K +3,690 +2%
MCM
371
Mengis Capital Management
Oregon
$4.45M +$27.8K +1,259 +0.6%
PFM
372
Peak Financial Management
Massachusetts
$4.43M -$83.9K -3,799 -2%
CWA
373
Clearview Wealth Advisors
Oregon
$4.43M -$231K -10,442 -5%
TWM
374
Thrive Wealth Management
Pennsylvania
$4.38M +$377K +17,064 +9%
RMC
375
Ring Mountain Capital
California
$4.32M -$48.3K -2,187 -1%
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