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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 %
RC
526
Rovin Capital
Arizona
$2.06M +$25.4K +1,148 +1%
HIC
527
Holderness Investments Company
North Carolina
$2.06M +$61.4K +2,781 +3%
CFO
528
Callan Family Office
Pennsylvania
$2.05M – – –
TW
529
TritonPoint Wealth
Maryland
$2.05M – – –
OC
530
Oppenheimer & Co
New York
$2.05M -$175K -7,918 -8%
AV
531
Aspiring Ventures
Ohio
$2.03M +$104K +4,702 +5%
VIA
532
Victrix Investment Advisors
Florida
$2.03M +$2.03M +97,232 New
VP
533
Verum Partners
North Carolina
$2.02M -$6.6K -299 -0.3%
RWM
534
Rialto Wealth Management
New York
$2M -$5.1K -231 -0.3%
BlackRock
535
BlackRock
New York
$1.97M +$29K +1,313 +1%
RZH
536
Relyea Zuckerberg Hanson
Connecticut
$1.95M +$5.26K +238 +0.3%
RWMH
537
Riverpoint Wealth Management Holdings
Illinois
$1.94M +$574 +26 +0%
CPA
538
Clear Point Advisors
New York
$1.94M +$4.39K +199 +0.2%
PCM
539
Parsons Capital Management
Rhode Island
$1.94M +$40.3K +1,824 +2%
VCM
540
Virtue Capital Management
Tennessee
$1.94M +$215K +9,755 +13%
Empower Advisory Group
541
Empower Advisory Group
Colorado
$1.93M -$136K -6,149 -7%
SQA
542
Simon Quick Advisors
New Jersey
$1.93M +$11.5K +522 +0.6%
MCM
543
Mitchell Capital Management
Kansas
$1.92M +$10.1K +458 +0.5%
AIS
544
American Investment Services
Massachusetts
$1.92M -$44.1K -1,996 -2%
BOSSRA
545
B.O.S.S. Retirement Advisors
Utah
$1.89M +$900K +40,746 +90%
DTC
546
Davidson Trust Company
Washington
$1.89M – – –
WTC
547
WhitTier Trust Company
Nevada
$1.88M -$18.3K -830 -1%
BOC
548
Bull Oak Capital
California
$1.88M +$1.88M +85,147 New
FCH
549
Freestone Capital Holdings
Washington
$1.87M -$303K -13,709 -14%
LKBC
550
L.K. Benson & Company
Maryland
$1.87M -$6.36K -288 -0.3%
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