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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 %
SAG
676
SageView Advisory Group
California
$1.09M -$136K -6,141 -11%
BCP
677
Blackhawk Capital Partners
Wisconsin
$1.08M -$5.26M -238,171 -83%
CA
678
Crewe Advisors
Utah
$1.07M +$42K +1,902 +4%
JF
679
Joule Financial
Kentucky
$1.07M -$5.17K -234 -0.5%
CCM
680
Colorado Capital Management
Colorado
$1.05M +$2.98K +135 +0.3%
FWA
681
FSM Wealth Advisors
Ohio
$1.05M -$20.4K -922 -2%
OP
682
ORG Partners
Indiana
$1.05M – – –
CAM
683
Cozad Asset Management
Illinois
$1.05M +$22 +1 +0%
RSWM
684
Robertson Stephens Wealth Management
California
$1.04M +$32.2K +1,459 +3%
APW
685
Aurora Private Wealth
New Jersey
$1.04M +$26.3K +1,193 +3%
CAL
686
Capital Analysts LLC
Pennsylvania
$1.04M -$10.1K -456 -1%
KWM
687
Kingsview Wealth Management
Oregon
$1.04M -$208K -9,427 -17%
LIA
688
Lynx Investment Advisory
District of Columbia
$1.04M -$29.8K -1,349 -3%
GG
689
GenWealth Group
New Jersey
$1.03M +$130K +5,891 +14%
Russell Investments Group
690
Russell Investments Group
United Kingdom
$1.03M -$183K -8,266 -15%
HIP
691
HUB Investment Partners
Texas
$1.02M +$124K +5,598 +14%
BL
692
BFSG LLC
California
$1.02M -$552 -25 -0.1%
VCWA
693
Vanguard Capital Wealth Advisors
Colorado
$1.02M +$280K +12,676 +38%
DWM
694
David Wealth Management
Virginia
$1.02M +$7K +317 +0.7%
EFS
695
Econ Financial Services
Pennsylvania
$1.01M -$55.3K -2,504 -5%
KIA
696
KCM Investment Advisors
California
$1.01M -$221 -10 -0%
MFF
697
Michels Family Financial
Texas
$1.01M -$6.65K -301 -0.7%
SL
698
Sentinus LLC
Illinois
$1.01M +$26.2K +1,188 +3%
PFA
699
Petra Financial Advisors
Colorado
$1.01M -$98.8K -4,473 -9%
SHA
700
Seneca House Advisors
Virginia
$1.01M +$1.35K +61 +0.1%
26 27
28
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