SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,335 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, 529 increasing their positions, 501 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
18.13%
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
529
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 %
IP
376
Ignite Planners
California
$4.3M -$593K -26,872 -12%
WC
377
Waterloo Capital
Texas
$4.3M +$413K +18,724 +11%
DP
378
Denver PWM
Colorado
$4.29M -$45.3K -2,053 -1%
CFGL
379
Cambridge Financial Group, LLC
Arizona
$4.28M +$18.4K +837 +0.4%
Lido Advisors
380
Lido Advisors
California
$4.25M -$4.2M -190,053 -50%
IAN
381
Integrated Advisors Network
Texas
$4.25M +$2.27K +103 +0.1%
HKIMG
382
Hutchens & Kramer Investment Management Group
Indiana
$4.24M -$100K -4,541 -2%
Bank of Montreal
383
Bank of Montreal
Ontario, Canada
$4.21M -$54.5K -2,469 -1%
WAG
384
Winthrop Advisory Group
Massachusetts
$4.17M -$52.4K -2,373 -1%
MTIC
385
Missouri Trust & Investment Company
Missouri
$4.15M +$109K +4,948 +3%
AC
386
AlphaCore Capital
California
$4.15M +$318K +14,397 +8%
ASN
387
Advisory Services Network
Georgia
$4.15M -$634K -28,696 -13%
CG
388
Cynosure Group
Utah
$4.12M +$12.4K +562 +0.3%
ECML
389
Eagle Capital Management (Louisiana)
Louisiana
$4.11M +$28.3K +1,280 +0.7%
CP
390
Creekside Partners
California
$4.09M -$309K -13,998 -7%
SCP
391
Stevens Capital Partners
Nebraska
$4.09M +$877K +39,706 +27%
Financial Engines Advisors
392
Financial Engines Advisors
California
$4.08M -$67.8K -3,071 -2%
SWM
393
Shelton Wealth Management
Texas
$4.08M -$383K -17,358 -9%
AFP
394
Ausdal Financial Partners
Iowa
$4.03M +$5.41K +245 +0.1%
NA
395
Nottingham Advisors
New York
$4M -$3.34M -151,214 -46%
PA
396
Procyon Advisors
Connecticut
$3.98M +$159K +7,198 +4%
AWM
397
Axxcess Wealth Management
California
$3.94M +$56.6K +2,563 +1%
EWA
398
Exencial Wealth Advisors
Oklahoma
$3.91M -$57.8K -2,619 -1%
JWBC
399
John W. Brooker & Co
California
$3.9M +$230K +10,416 +6%
APSI
400
Asset Planning Services Inc
Louisiana
$3.9M +$28.2K +1,275 +0.7%
14 15
16
17 18