Schwab US Large- Cap ETF
SCHX
1,353 hedge funds and large institutions have $24.6B invested in Schwab US Large- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 534 increasing their positions, 507 reducing their positions, and 83 closing their positions.
911% more call options, than puts
Call options by funds: $1.18M | Put options by funds: $117K
22% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 83
1.06% more ownership
Funds ownership: 48.27% → 49.33% (+1.1%)
5% more repeat investments, than reductions
Existing positions increased: 534 | Existing positions reduced: 507
1% less funds holding
Funds holding: 1,362 → 1,353 (-9)
3% less capital invested
Capital invested by funds: $25.3B → $24.6B (-$714M)
3% less funds holding in top 10
Funds holding in top 10: 205 → 198 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$362M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$251M |
| 3 |
Betterment LLC
New York
|
+$168M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$116M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$67.1M |
| 2 |
AT
American Trust
Lexington,
Kentucky
|
-$56M |
| 3 |
AssetMark Inc
Concord,
California
|
-$52M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$43.9M |
| 5 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
-$36.1M |
SCHX Hedge Fund Activity: Q1 2025 in Review
1,353 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2025, worth a combined $24.6B — down 2.8% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new SCHX positions and 83 closed out — a net gain of 18 holders — while 534 added to existing stakes and 507 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $362M. The largest seller was Empowered Funds, exiting entirely with an estimated $67.1M sold.
- 1,353 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2025, down from 1,362 in Q4 2024.
- Funds reported $24.6B of Schwab US Large- Cap ETF stock for Q1 2025, down 2.8% quarter-over-quarter.
- 101 funds opened new Schwab US Large- Cap ETF positions in Q1 2025 and 83 closed out, a net change of +18 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $362M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2025 was Empowered Funds, an estimated $67.1M sold.
Based on aggregated 13F filings for Q1 2025.