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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,333 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, 500 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,333
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
18.11%
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
500
Closed
81
Calls
$1.18M
Puts
$117K
Net Calls
+$1.07M
Net Calls Change
-$489K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$393M
2
US Bancorp
2
US Bancorp
Minnesota
$4.8B
3
Betterment LLC
3
Betterment LLC
New York
$292M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$690M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$352M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$847K
2
EF
2
Empowered Funds
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
AssetMark Inc
4
AssetMark Inc
California
$154M
5
AWM
5
Apollon Wealth Management
South Carolina
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$151M -$4.13M -187,203 -3%
GG
27
Greenwood Gearhart
Arkansas
$141M +$9.7M +439,500 +7%
BWA
28
BlueSky Wealth Advisors
North Carolina
$137M +$4.45M +201,571 +3%
Morgan Stanley
29
Morgan Stanley
New York
$136M +$125K +5,645 +0.1%
KBFS
30
Kohmann Bosshard Financial Services
Ohio
$136M +$6.68M +304,048 +5%
AA
31
Apriem Advisors
California
$135M +$5.55M +251,287 +4%
WANY
32
Wealthspire Advisors (New York)
New York
$134M +$65.7M +2,974,256 +96%
BPA
33
Beacon Pointe Advisors
California
$132M -$4.29M -194,223 -3%
EWM
34
Evermay Wealth Management
Virginia
$111M -$1.66M -75,322 -1%
JIC
35
Johnson Investment Counsel
Ohio
$107M +$2.83M +128,150 +3%
Corient Private Wealth
36
Corient Private Wealth
Florida
$105M -$3.95M -178,946 -4%
NQWM
37
Northwest Quadrant Wealth Management
Oregon
$105M +$2.13M +96,681 +2%
OWM
38
Orgel Wealth Management
Wisconsin
$102M +$68.8K +3,117 +0.1%
FC
39
Financial Consulate
Maryland
$90.9M +$7.96M +360,433 +10%
SAM
40
Standpoint Asset Management
Arizona
$89.2M +$5.9M +267,000 +7%
CST
41
Charles Schwab Trust
Nevada
$87.1M +$8.45M +382,485 +11%
CRC
42
Curi RMB Capital
Illinois
$84.7M +$163K +7,377 +0.2%
SCM
43
Steele Capital Management
Iowa
$84.7M +$987K +44,638 +1%
LFG
44
Leverty Financial Group
Wisconsin
$83.5M +$26M +1,179,570 +45%
FIG
45
FSA Investment Group
Florida
$80.9M +$4.27M +193,295 +6%
MW
46
Marcum Wealth
Ohio
$79.9M -$2.32M -105,249 -3%
Ameriprise
47
Ameriprise
Minnesota
$74.7M -$2.65M -119,159 -3%
BSB
48
Bangor Savings Bank
Maine
$71M -$6.49M -294,084 -8%
CAM
49
Cresset Asset Management
Illinois
$68.9M -$16.8M -762,343 -20%
SIM
50
Sims Investment Management
Ohio
$68.4M +$20.6M +932,616 +43%
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