SCHX icon

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 %
CCC
701
Compass Capital Corp
Massachusetts
$1.01M – – –
RPGK
702
Retirement Planning Group (Kansas)
Kansas
$1M -$247K -11,187 -20%
HWA
703
HHM Wealth Advisors
Tennessee
$984K – – –
Vanguard Group
704
Vanguard Group
Pennsylvania
$984K +$19.8K +896 +2%
PEA
705
Park Edge Advisors
Ohio
$982K -$58.2K -2,634 -6%
TCM
706
Twele Capital Management
Minnesota
$973K +$9.36K +424 +1%
GBWM
707
Granite Bay Wealth Management
New Hampshire
$963K -$134K -6,055 -12%
KWA
708
Kondo Wealth Advisors
California
$959K – – –
VBFG
709
Vishria Bird Financial Group
Tennessee
$957K – – –
RDFA
710
Ritter Daniher Financial Advisory
Ohio
$955K -$16K -726 -2%
SNPAM
711
St. Nicholas Private Asset Management
Florida
$952K +$684 +31 +0.1%
SAM
712
Smartleaf Asset Management
Massachusetts
$941K +$285K +12,964 +43%
SA
713
Stewardship Advisors
Pennsylvania
$941K +$91.3K +4,135 +11%
LIM
714
Lathrop Investment Management
Arkansas
$938K +$175K +7,908 +23%
MCWS
715
McKinley Carter Wealth Services
West Virginia
$936K -$83.6K -3,786 -8%
FCM
716
Firestone Capital Management
Florida
$925K -$71.1K -3,222 -7%
OFG
717
Orcam Financial Group
California
$921K +$6.73K +305 +0.7%
JCM
718
Jacobsen Capital Management
Utah
$916K +$5.92K +268 +0.7%
HR
719
Howe & Rusling
New York
$914K +$212K +9,615 +30%
LEFP
720
Leading Edge Financial Planning
Tennessee
$912K -$861 -39 -0.1%
PCM
721
Park Capital Management
Wisconsin
$909K -$95.6K -4,330 -10%
NFW
722
Noble Family Wealth
Florida
$903K -$18.6K -843 -2%
WFS
723
Walker Financial Services
Kentucky
$901K -$18.3K -827 -2%
GKWIM
724
Gerber Kawasaki Wealth & Investment Management
California
$891K +$202K +9,149 +29%
CA
725
Cambridge Advisors
Nebraska
$891K – – –
27 28
29
30 31