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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 %
GWA
451
GGM Wealth Advisors
Maryland
$2.84M +$349K +16,024 +14%
JFGLC
452
Johnson Financial Group LLC (Colorado)
Colorado
$2.84M +$5.37K +243 +0.2%
PAI
453
Pittenger & Anderson Inc
Nebraska
$2.83M +$153K +6,945 +6%
MAMG
454
Milestone Asset Management Group
Connecticut
$2.82M -$95.8K -4,338 -3%
SFS
455
Sowell Financial Services
Arkansas
$2.82M -$434K -19,674 -13%
NC
456
Napatree Capital
Rhode Island
$2.82M -$2.22M -100,709 -44%
CCWA
457
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.81M -$271K -12,272 -9%
Lazard Asset Management
458
Lazard Asset Management
New York
$2.8M – – –
CMBA
459
C.M. Bidwell & Associates
Hawaii
$2.8M -$62.4K -2,825 -2%
RC
460
Roundview Capital
New Jersey
$2.78M -$64.7K -2,930 -2%
MGWM
461
Marks Group Wealth Management
Minnesota
$2.74M +$2.74M +123,988 New
DAS
462
Diversify Advisory Services
Utah
$2.74M -$17.1K -780 -0.6%
SIC
463
Sigma Investment Counselors
Michigan
$2.73M -$1.89M -85,795 -41%
KCM
464
Kathmere Capital Management
Pennsylvania
$2.73M +$2.27K +103 +0.1%
WIA
465
World Investment Advisors
California
$2.72M -$804K -36,431 -23%
GHA
466
GW Henssler & Associates
Georgia
$2.7M +$1.78M +80,585 +193%
GPFA
467
Game Plan Financial Advisors
Ohio
$2.7M -$1.64M -74,483 -38%
YIA
468
YHB Investment Advisors
Connecticut
$2.7M +$213K +9,638 +9%
WWM
469
Western Wealth Management
Colorado
$2.69M -$83.5K -3,780 -3%
AWM
470
Avior Wealth Management
Nebraska
$2.68M -$142K -6,436 -5%
CAI
471
Capital Advisors Inc
Oklahoma
$2.65M +$74.4K +3,368 +3%
NCM
472
Next Capital Management
New York
$2.65M -$632K -28,640 -19%
FCC
473
Flower City Capital
New York
$2.65M -$46.3K -2,099 -2%
CIR
474
Clear Investment Research
Georgia
$2.64M +$1.74K +79 +0.1%
MFWP
475
Mosaic Family Wealth Partners
Missouri
$2.64M -$99.1K -4,489 -4%
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