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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 %
WAM
501
Worth Asset Management
Texas
$2.36M +$176K +7,957 +8%
William Blair & Company
502
William Blair & Company
Illinois
$2.35M +$168K +7,597 +8%
WP
503
Westmount Partners
California
$2.32M +$1.63M +73,919 +236%
SAF
504
Smith Anglin Financial
Texas
$2.3M +$107K +4,854 +5%
SCM
505
Saxony Capital Management
Missouri
$2.28M +$220K +9,952 +11%
BFPW
506
BOK Financial Private Wealth
Colorado
$2.28M -$12.4K -563 -0.5%
PFC
507
Phocas Financial Corp
California
$2.26M -$81.1K -3,672 -3%
WI
508
Wedgewood Investors
Pennsylvania
$2.26M +$10.5K +477 +0.5%
CWM
509
Cabot Wealth Management
Massachusetts
$2.25M -$250K -11,333 -10%
CA
510
Capital Advantage
California
$2.24M – – –
LTL
511
Lowery Thomas LLC
California
$2.24M +$55.8K +2,531 +3%
PS
512
Principal Securities
Iowa
$2.2M +$1.46K +63 +0.1%
HWMG
513
Hurlow Wealth Management Group
Indiana
$2.2M +$465K +21,047 +27%
CWM
514
CCG Wealth Management
California
$2.19M -$42K -1,903 -2%
ZF
515
Zhang Financial
Michigan
$2.14M -$4.66K -211 -0.2%
S
516
SignatureFD
Georgia
$2.13M +$97.2K +4,403 +5%
RAG
517
RIA Advisory Group
Iowa
$2.11M +$206K +9,332 +11%
DSC
518
Duncker Streett & Co
Missouri
$2.11M +$88 +4 +0%
SEEDPG
519
S.E.E.D. Planning Group
New York
$2.1M -$136K -6,155 -6%
HT
520
Heritage Trust
Oklahoma
$2.09M – – –
TFS
521
Thoroughbred Financial Services
Tennessee
$2.09M +$98.3K +4,454 +5%
SWM
522
Stockman Wealth Management
Montana
$2.08M -$918K -41,560 -31%
CFGSD
523
Compass Financial Group (South Dakota)
South Dakota
$2.08M +$37.1K +1,680 +2%
EFG
524
Everhart Financial Group
Ohio
$2.08M +$910K +41,199 +78%
FWP
525
FAS Wealth Partners
Kansas
$2.08M -$9.16K -415 -0.4%
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