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 %
NGA
426
Naples Global Advisors
Florida
$3.22M -$320K -14,509 -9%
VWA
427
Visionary Wealth Advisors
Illinois
$3.16M +$244K +11,068 +8%
ES
428
ETF Store
Kansas
$3.15M -$9.98K -452 -0.3%
BFA
429
Beaumont Financial Advisors
Massachusetts
$3.15M – – –
RWP
430
RWA Wealth Partners
Massachusetts
$3.14M -$521K -23,608 -14%
LAM
431
L2 Asset Management
Massachusetts
$3.04M +$3.04M +137,647 New
FCI
432
Financial Counselors Inc
Kansas
$3.01M +$58.1K +2,631 +2%
PAYA
433
Phil A. Younker & Associates
Alaska
$2.99M +$4.9K +222 +0.2%
CCM
434
Condor Capital Management
New Jersey
$2.98M -$12.5K -567 -0.4%
CB
435
Commerce Bank
Missouri
$2.98M -$22.6K -1,025 -0.8%
VFA
436
Valeo Financial Advisors
Indiana
$2.97M -$16K -725 -0.5%
LAS
437
Lloyd Advisory Services
Georgia
$2.96M +$1.49M +67,568 +101%
AWM
438
Apex Wealth Management
New Hampshire
$2.95M -$268K -12,116 -8%
MW
439
Maia Wealth
Colorado
$2.95M -$464K -21,846 -14%
Citigroup
440
Citigroup
New York
$2.95M +$674K +30,538 +30%
1WM
441
1900 Wealth Management
Texas
$2.94M -$31K -1,402 -1%
PL
442
Plancorp LLC
Missouri
$2.93M +$409K +18,518 +16%
OCM
443
One Capital Management
California
$2.92M -$28.8K -1,304 -1%
BFM
444
Broadview Financial Management
Wisconsin
$2.92M -$13.2K -596 -0.4%
FA
445
Fagan Associates
New York
$2.91M -$141K -6,408 -5%
EFP
446
Elser Financial Planning
Indiana
$2.9M -$85K -3,851 -3%
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$2.9M +$361K +18,427 +14%
VWA
448
VERITY Wealth Advisors
United States
$2.88M -$90.8K -4,111 -3%
ACM
449
Argent Capital Management
Missouri
$2.87M +$1.13M +51,292 +65%
VAF
450
Values Added Financial
District of Columbia
$2.85M -$20.5K -928 -0.7%
16 17
18
19 20