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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 %
SSW
651
Stone Summit Wealth
Florida
$1.21M +$118K +5,326 +11%
AMIM
652
Aull & Monroe Investment Management
Alabama
$1.2M +$186K +8,440 +18%
HCP
653
Hardin Capital Partners
South Carolina
$1.19M +$250K +11,309 +26%
TYCC
654
Texas Yale Capital Corp
Florida
$1.19M -$48.4K -2,190 -4%
CPA
655
Capital Performance Advisors
California
$1.19M +$282K +12,754 +31%
SIMG
656
Sonora Investment Management Group
Arizona
$1.17M -$102K -4,625 -8%
CIC
657
Cutler Investment Counsel
Oregon
$1.17M -$3.4K -154 -0.3%
MA
658
MONECO Advisors
Connecticut
$1.17M -$6.91K -313 -0.6%
FWI
659
Facet Wealth Inc
Maryland
$1.16M +$45.4K +2,041 +4%
UIA
660
Ulland Investment Advisors
Minnesota
$1.15M -$35.6K -1,614 -3%
BFS
661
Bradley Foster & Sargent
Connecticut
$1.15M -$102K -4,622 -8%
IWM
662
IHT Wealth Management
Illinois
$1.13M -$245K -11,107 -18%
SWM
663
Spire Wealth Management
Virginia
$1.13M +$302K +13,659 +36%
FWCM
664
Ferguson Wellman Capital Management
Oregon
$1.13M -$162K -7,351 -13%
FAG
665
Fortitude Advisory Group
Washington
$1.12M +$3.59K +173 +0.3%
WFA
666
Wade Financial Advisory
California
$1.11M – – –
EFG
667
Elios Financial Group
Ohio
$1.11M +$69.1K +3,128 +7%
AWM
668
Ariadne Wealth Management
California
$1.1M – – –
TCA
669
Transcend Capital Advisors
New Jersey
$1.1M -$41.3K -1,872 -4%
DB
670
Dravo Bay
Delaware
$1.1M -$162K -7,349 -13%
CAG
671
Compass Advisory Group
New York
$1.1M -$3.62K -164 -0.3%
VPA
672
Vernal Point Advisors
California
$1.1M – – –
CCA
673
Clarity Capital Advisors
Florida
$1.1M +$3.38K +153 +0.3%
WCM
674
Wealthcare Capital Management
Virginia
$1.09M – – –
ECM
675
Evergreen Capital Management
Washington
$1.09M +$194K +8,779 +22%
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