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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 %
OF
551
Outfitter Financial
Maine
$1.86M +$17.2K +780 +0.9%
CFG
552
Cooper Financial Group
California
$1.85M +$256K +11,612 +16%
WCM
553
Weaver Capital Management
Georgia
$1.85M – – –
MFT
554
Moisand Fitzgerald Tamayo
Florida
$1.84M -$44.9K -2,033 -2%
SP
555
Successful Portfolios
Florida
$1.83M +$22.8K +1,031 +1%
PWW
556
Pettyjohn Wood & White
Virginia
$1.81M – – –
BMCM
557
Bryn Mawr Capital Management
Pennsylvania
$1.81M -$56.1K -2,542 -3%
AOWM
558
Alpha Omega Wealth Management
Virginia
$1.8M -$41.4K -1,874 -2%
EW
559
Evoke Wealth
California
$1.8M +$538K +24,344 +43%
PSCM
560
Per Stirling Capital Management
Texas
$1.79M +$95.1K +4,309 +6%
WC
561
Wynn Capital
Georgia
$1.79M -$331K -15,000 -16%
LIA
562
LBMC Investment Advisors
Tennessee
$1.79M -$8.39K -380 -0.5%
PFA
563
Pinnacle Family Advisors
Missouri
$1.77M +$111K +5,018 +7%
MSWMA
564
Market Street Wealth Management Advisors
Indiana
$1.77M -$4.09K -185 -0.2%
SCM
565
Sebold Capital Management
Illinois
$1.77M -$172K -7,798 -9%
GVAG
566
Great Valley Advisor Group
Delaware
$1.77M +$347K +15,706 +24%
CC
567
Callan Capital
California
$1.77M +$711K +32,211 +67%
FTS
568
Fifth Third Securities
Ohio
$1.76M -$140K -6,333 -7%
BIM
569
Breakwater Investment Management
Washington
$1.75M +$4.81K +218 +0.3%
AA
570
Alesco Advisors
New York
$1.74M +$73.3K +3,321 +4%
CSI
571
Cross Staff Investments
New York
$1.74M -$16.9K -764 -1%
PFA
572
Plotkin Financial Advisors
Maryland
$1.73M +$202K +9,162 +13%
PFWA
573
Paces Ferry Wealth Advisors
Georgia
$1.72M -$1.41K -64 -0.1%
BFG
574
Bouchey Financial Group
New York
$1.72M +$24.2K +1,098 +1%
IA
575
Integrity Alliance
Iowa
$1.71M +$1.71M +77,495 New
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