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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 %
Janney Montgomery Scott
476
Janney Montgomery Scott
Pennsylvania
$2.64M +$53.3K +2,413 +2%
WP
477
WealthShield Partners
North Carolina
$2.62M +$9.45K +428 +0.4%
PAS
478
Park Avenue Securities
New York
$2.61M +$1.21M +54,588 +86%
PA
479
Pinnacle Associates
New York
$2.61M +$53.5K +2,424 +2%
NHC
480
Nicholas Hoffman & Company
Georgia
$2.59M +$20.7K +939 +0.8%
HC
481
Hurley Capital
New York
$2.58M -$114K -5,178 -4%
JCIA
482
Jackson Creek Investment Advisors
Colorado
$2.58M -$59.8K -2,707 -2%
LA
483
Lifeworks Advisors
Michigan
$2.58M -$2.17M -98,345 -46%
GGI
484
Godsey & Gibb Inc
Virginia
$2.57M +$109K +4,928 +4%
TIAA Trust, National Association
485
TIAA Trust, National Association
North Carolina
$2.57M +$9.05K +410 +0.4%
SFA
486
Seneca Financial Advisors
New York
$2.57M +$6.67K +302 +0.3%
TWG
487
The Wealth Group
Minnesota
$2.56M -$25K -1,130 -1%
RF
488
RHS Financial
California
$2.55M -$592K -26,814 -19%
VFPW
489
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.5M -$45.3K -2,053 -2%
Natixis Advisors
490
Natixis Advisors
Massachusetts
$2.48M +$478K +21,659 +24%
BCM
491
Brookstone Capital Management
Illinois
$2.47M -$264K -11,946 -10%
AF
492
Advisornet Financial
Minnesota
$2.46M +$94.3K +4,269 +4%
TIA
493
Traphagen Investment Advisors
New Jersey
$2.44M +$7.46K +338 +0.3%
CA
494
Clearstead Advisors
Ohio
$2.43M +$49.7K +2,253 +2%
BF
495
Brucke Financial
Indiana
$2.42M +$157K +7,156 +7%
SCM
496
Stordahl Capital Management
Colorado
$2.41M -$68.2K -3,089 -3%
ECM
497
Elgethun Capital Management
South Dakota
$2.4M -$71.5K -3,240 -3%
FRA
498
Front Row Advisors
California
$2.37M -$71.5K -3,237 -3%
WPC
499
Wedmont Private Capital
Pennsylvania
$2.36M +$1.71M +81,352 +264%
JPLA
500
Joseph P. Lucia & Associates
New York
$2.36M -$80.6K -3,651 -3%
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