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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,333 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, 528 increasing their positions, 500 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,333
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
18.11%
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
528
Reduced
500
Closed
81
Calls
$1.18M
Puts
$117K
Net Calls
+$1.07M
Net Calls Change
-$489K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$393M
2
US Bancorp
2
US Bancorp
Minnesota
$4.8B
3
Betterment LLC
3
Betterment LLC
New York
$292M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$690M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$352M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$847K
2
EF
2
Empowered Funds
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
AssetMark Inc
4
AssetMark Inc
California
$154M
5
AWM
5
Apollon Wealth Management
South Carolina
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
51
HB Wealth Management
Georgia
$68.1M +$1.71M +77,236 +3%
IWC
52
Integrated Wealth Concepts
Massachusetts
$66.5M -$1.13M -50,993 -2%
MWP
53
Meridian Wealth Partners
Pennsylvania
$64.9M -$1.14M -51,822 -2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$61.5M -$6.21M -281,429 -9%
SA
55
Scarborough Advisors
Maryland
$61.2M -$15.6M -706,341 -20%
AWM
56
Adams Wealth Management
Utah
$59.7M -$5M -226,401 -8%
CI
57
CacheTech Inc
Utah
$59.7M -$4.8M -221,617 -7%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$58.9M +$3.93M +177,772 +7%
CAAM
59
Cornerstone Advisors Asset Management
Pennsylvania
$58.1M +$4.49M +203,236 +8%
RWM
60
RKL Wealth Management
Pennsylvania
$56.7M -$34.3M -1,552,035 -38%
JIP
61
Jaffetilchin Investment Partners
Florida
$56.3M +$463K +20,953 +0.8%
SFA
62
Sequoia Financial Advisors
Ohio
$56M +$73.2K +3,315 +0.1%
SC
63
Savant Capital
Illinois
$55.6M -$503K -22,763 -0.9%
ACA
64
Aptus Capital Advisors
Alabama
$54.2M +$1.34M +60,895 +3%
BAAM
65
Baker Avenue Asset Management
California
$53.9M +$4.67M +211,414 +9%
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.6M +$1.16M +52,314 +2%
NC
67
NewSquare Capital
Pennsylvania
$52M +$1.36M +61,942 +3%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$51.1M +$2.66M +120,280 +5%
LWMT
69
Legacy Wealth Management (Tennessee)
Tennessee
$51M +$1.47M +66,784 +3%
Raymond James Financial
70
Raymond James Financial
Florida
$50.3M +$1.62M +73,592 +3%
BFG
71
Berger Financial Group
Minnesota
$49.8M -$10.3M -468,502 -17%
AWMG
72
Alliance Wealth Management Group
New Jersey
$48.7M -$1.39M -63,113 -3%
TCM
73
Towercrest Capital Management
Pennsylvania
$48.7M -$1.39M -63,113 -3%
CL
74
Choreo LLC
Illinois
$48.3M -$4.2M -190,210 -8%
FMP
75
Financial Management Professionals
Texas
$47M +$28.9M +1,306,741 +159%
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