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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 %
MAG
576
Mayfair Advisory Group
Alabama
$1.71M +$908K +41,108 +113%
CIA
577
Compass Ion Advisors
Pennsylvania
$1.71M -$601K -27,210 -26%
NCM
578
Novare Capital Management
North Carolina
$1.71M -$23K -1,043 -1%
AFA
579
American Financial Advisors
Georgia
$1.7M -$48.8K -2,208 -3%
GC
580
Garde Capital
Washington
$1.68M -$51.4K -2,329 -3%
SF
581
Seros Financial
Arizona
$1.68M +$859K +38,887 +105%
AG
582
AlTi Global
New York
$1.68M -$44.3K -2,006 -3%
AIM
583
Aspen Investment Management
Michigan
$1.68M +$39.8K +1,804 +2%
PIP
584
Peachtree Investment Partners
Florida
$1.67M -$208K -9,420 -11%
CPP
585
Capasso Planning Partners
South Carolina
$1.64M -$75K -3,396 -4%
CAS
586
Coppell Advisory Solutions
Texas
$1.63M +$1.17M +53,606 +256%
P
587
&Partners
Tennessee
$1.62M +$12K +546 +0.7%
MSG
588
Main Street Group
Virginia
$1.6M -$20.6K -932 -1%
FAIM
589
Financial Advocates Investment Management
Washington
$1.59M +$3.91K +177 +0.2%
FNBT
590
FineMark National Bank & Trust
Florida
$1.59M -$268K -12,156 -14%
JWA
591
JFS Wealth Advisors
Pennsylvania
$1.57M +$9.52K +431 +0.6%
CIA
592
Capital Investment Advisors
Georgia
$1.57M +$566K +25,648 +56%
OSAM
593
O'Shaughnessy Asset Management
Connecticut
$1.56M +$584K +26,443 +60%
PCM
594
Pennsylvania Capital Management
Pennsylvania
$1.56M +$15.9K +721 +1%
TAM
595
Townsend Asset Management
North Carolina
$1.55M -$759K -34,367 -33%
FG
596
Foster Group
Iowa
$1.54M +$4.55K +206 +0.3%
OFS
597
Oldfather Financial Services
Nebraska
$1.54M +$30.9K +1,401 +2%
AC
598
Avant Capital
Louisiana
$1.53M +$22K +998 +1%
IPWA
599
International Private Wealth Advisors
California
$1.53M -$27.1K -1,226 -2%
MS
600
Madden Securities
Texas
$1.53M -$19.8K -896 -1%
22 23
24
25 26