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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 %
CCWM
726
Cassaday & Co Wealth Management
Virginia
$891K -$370K -16,745 -29%
EK
727
Evensky & Katz
Florida
$890K -$1.88K -85 -0.2%
NW
728
NewEdge Wealth
Pennsylvania
$888K +$888K +40,222 New
OWCM
729
One Wealth Capital Management
Arizona
$885K – – –
BWA
730
Beam Wealth Advisors
Louisiana
$885K -$83.3K -3,774 -9%
Fisher Asset Management
731
Fisher Asset Management
Washington
$883K +$883K +39,999 New
CFP
732
Catalyst Financial Partners
Massachusetts
$880K +$289K +13,080 +49%
JWM
733
JFG Wealth Management
Colorado
$880K -$857K -38,802 -49%
FTC
734
Farmers Trust Company
Ohio
$870K +$27.3K +1,236 +3%
RSWA
735
Robinson Smith Wealth Advisors
Maine
$862K – – –
MIP
736
Marietta Investment Partners
Wisconsin
$856K -$70K -3,171 -8%
CWA
737
Cura Wealth Advisors
Illinois
$856K – – –
MCP
738
Mirador Capital Partners
California
$852K -$37.4K -1,693 -4%
KPWS
739
Kestra Private Wealth Services
Texas
$848K -$26.9K -1,218 -3%
CW
740
Curio Wealth
Maryland
$847K -$7.73B -36,530 -100%
AIA
741
Alternative Investment Advisors
Florida
$839K -$25K -1,131 -3%
Franklin Resources
742
Franklin Resources
California
$838K -$2.39K -108 -0.3%
GC
743
Gibson Capital
Pennsylvania
$837K +$837K +37,915 New
SBIA
744
Sheaff Brock Investment Advisors
Indiana
$835K – – –
BBHC
745
Brown Brothers Harriman & Co
New York
$831K -$84.5K -3,828 -9%
SG
746
StoneX Group
New York
$814K +$39.1K +1,771 +5%
PWM
747
Praetorian Wealth Management
California
$811K – – –
G
748
Gainplan
Michigan
$810K +$19.7K +892 +2%
FA
749
FF Advisors
California
$804K – – –
TW
750
Transform Wealth
Colorado
$799K -$21.2K -958 -3%
28 29
30
31 32