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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 %
IA
626
IFG Advisory
Georgia
$1.36M +$258K +11,691 +23%
SWA
627
Sax Wealth Advisors
New Jersey
$1.36M +$1.09M +49,206 +395%
FM
628
Family Management
New York
$1.36M -$23.8K -1,078 -2%
AIA
629
AssuredPartners Investment Advisors
Florida
$1.36M +$218K +9,894 +19%
JJBC
630
James J. Burns & Company
New York
$1.36M +$6.29K +285 +0.5%
CA
631
CWC Advisors
Oregon
$1.35M -$4.02K -182 -0.3%
JFG
632
Jefferies Financial Group
New York
$1.34M -$157K -7,125 -11%
Tudor Investment Corp
633
Tudor Investment Corp
Connecticut
$1.34M -$974K -44,097 -42%
HI
634
Human Investing
Oregon
$1.33M +$42.5K +1,927 +3%
EAM
635
Everstar Asset Management
North Carolina
$1.32M -$135K -6,115 -9%
Comerica Bank
636
Comerica Bank
Texas
$1.32M +$14.1K +639 +1%
SC
637
Schoolcraft Capital
Colorado
$1.32M -$380K -17,192 -22%
BPWM
638
Badgley Phelps Wealth Managers
Washington
$1.32M +$3.22K +146 +0.2%
PCM
639
Passive Capital Management
Maryland
$1.31M +$1.31M +59,166 New
WIM
640
WealthPlan Investment Management
Nebraska
$1.29M -$13.3K -603 -1%
TFP
641
Tilia Fiduciary Partners
North Carolina
$1.29M +$6.96K +315 +0.5%
CCFM
642
Clear Creek Financial Management
Washington
$1.27M -$5.12K -232 -0.4%
TC
643
Tenret Company
Florida
$1.27M – – –
MWM
644
Modern Wealth Management
Kansas
$1.26M +$1.26M +56,880 New
CAM
645
Carret Asset Management
New York
$1.25M +$35K +1,585 +3%
KeyBank National Association
646
KeyBank National Association
Ohio
$1.24M +$15K +679 +1%
EA
647
Evolution Advisers
Virginia
$1.23M -$2.49K -113 -0.2%
ACM
648
Armbruster Capital Management
New York
$1.23M +$264K +11,955 +27%
AIMC
649
Alley Investment Management Company
Illinois
$1.22M -$30.4K -1,375 -2%
VC
650
Veery Capital
Delaware
$1.21M -$525K -23,757 -30%
24 25
26
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