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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 %
WI
601
Westbourne Investments
Virginia
$1.53M -$10.3K -465 -0.7%
IF
602
Ironwood Financial
Arizona
$1.51M -$6.89K -312 -0.5%
VCM
603
Vision Capital Management
Oregon
$1.51M -$157K -7,098 -9%
AAS
604
Ameritas Advisory Services
Nebraska
$1.51M -$18.6K -828 -1%
HC
605
Hamilton Capital
Ohio
$1.51M -$24.6K -1,116 -2%
WIM
606
Warwick Investment Management
Texas
$1.49M – – –
ANTB
607
AMG National Trust Bank
Colorado
$1.49M +$1.3K +59 +0.1%
SWM
608
SeaCrest Wealth Management
New York
$1.49M -$72.5K -3,282 -5%
EAM
609
Evanson Asset Management
California
$1.48M +$29.1K +1,319 +2%
AP
610
Adero Partners
California
$1.46M -$1.92K -87 -0.1%
BH
611
Burk Holdings
Oklahoma
$1.46M +$375 +17 +0%
CAL
612
Capital Advisors Ltd
Ohio
$1.46M – – –
AWM
613
Activest Wealth Management
Florida
$1.45M +$1.45M +65,658 New
IFS
614
Ifrah Financial Services
Arkansas
$1.43M -$51.4K -2,326 -3%
SSB
615
Sandy Spring Bank
Maryland
$1.43M +$11.2K +505 +0.8%
Brown Advisory
616
Brown Advisory
Maryland
$1.42M +$390K +17,661 +38%
VWM
617
Vermillion Wealth Management
Minnesota
$1.41M -$12.9K -584 -0.9%
WAG
618
Wiser Advisor Group
Arizona
$1.41M -$112K -5,079 -7%
CFD
619
Creative Financial Designs
Indiana
$1.41M -$62.7K -2,838 -4%
ICM
620
Intrepid Capital Management
Florida
$1.4M +$4.57K +207 +0.3%
CCG
621
Chatham Capital Group
Georgia
$1.4M – – –
APG
622
Abacus Planning Group
South Carolina
$1.4M -$62.6K -2,837 -4%
GT
623
Glenmede Trust
Pennsylvania
$1.4M +$197K +8,934 +16%
CTWM
624
Cherry Tree Wealth Management
Minnesota
$1.38M -$25.2K -1,141 -2%
CA
625
CGN Advisors
Kansas
$1.37M -$214K -9,683 -14%
23 24
25
26 27