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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 %
EWM
401
Elmwood Wealth Management
California
$3.89M +$273K +12,355 +8%
AMG
402
Asset Management Group
Connecticut
$3.86M +$9.98K +452 +0.3%
AWS
403
Atria Wealth Solutions
New York
$3.84M -$3.74M -169,269 -49%
KAS
404
Kestra Advisory Services
Texas
$3.8M -$2.68M -121,446 -41%
ECM
405
Exchange Capital Management
Michigan
$3.72M -$635K -28,753 -15%
HFS
406
Hantz Financial Services
Michigan
$3.72M -$54K -2,444 -1%
Kovitz Investment Group Partners
407
Kovitz Investment Group Partners
Illinois
$3.72M -$1.93M -87,444 -34%
DWM
408
Dakota Wealth Management
Florida
$3.72M -$257K -11,622 -6%
HCM
409
Hollencrest Capital Management
California
$3.71M +$110 +5 +0%
LFG
410
Larson Financial Group
Missouri
$3.7M +$1.74M +78,829 +89%
SHGA
411
Sand Hill Global Advisors
California
$3.66M – – –
TPCW
412
TD Private Client Wealth
New York
$3.64M +$14.4K +653 +0.4%
CPA
413
Cathy Pareto & Associates
Florida
$3.63M -$113K -5,128 -3%
FFA
414
First Foundation Advisors
California
$3.57M -$12.1K -546 -0.3%
SHJ
415
Sharkey, Howes & Javer
Colorado
$3.54M -$226K -10,214 -6%
MIA
416
MeadowBrook Investment Advisors
Michigan
$3.51M -$47.8K -2,165 -1%
SFS
417
Summit Financial Strategies
Ohio
$3.5M -$6.6K -299 -0.2%
RWB
418
RMR Wealth Builders
New Jersey
$3.42M +$87.8K +3,975 +3%
ZIM
419
Zacks Investment Management
Illinois
$3.41M -$136K -6,173 -4%
PCM
420
Poehling Capital Management
Wisconsin
$3.39M – – –
FVIM
421
Fort Vancouver Investment Management
Washington
$3.37M -$232K -10,514 -6%
CMAI
422
Capital Management Associates Inc
Minnesota
$3.35M +$1.68M +75,941 +100%
MWM
423
Meridian Wealth Management
Kentucky
$3.34M -$400K -18,101 -11%
SPFA
424
Summit Place Financial Advisors
New Jersey
$3.26M +$34.7K +1,573 +1%
AMG
425
Advisors Management Group
Wisconsin
$3.23M +$148K +6,723 +5%
15 16
17
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