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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 %
VFG
751
Victory Financial Group
Texas
$797K +$28K +1,269 +4%
SWA
752
Serenus Wealth Advisors
California
$793K -$959 -54 -0.1%
OFG
753
Oxford Financial Group
Indiana
$787K – – –
SAM
754
Summit Asset Management
Tennessee
$783K – – –
VVP
755
Venture Visionary Partners
Ohio
$780K +$14.1K +637 +2%
HIG
756
Heritage Investment Group
Florida
$779K – – –
HBS
757
Howard Bailey Securities
Indiana
$777K +$414K +18,764 +114%
SOS
758
Silver Oak Securities
Tennessee
$772K -$842K -38,343 -52%
KWS
759
Keystone Wealth Services
California
$771K +$1.02K +46 +0.1%
M&T Bank
760
M&T Bank
New York
$768K +$248K +11,228 +48%
QCM
761
QRG Capital Management
Illinois
$766K +$58K +2,626 +8%
XF
762
XML Financial
Maryland
$759K +$2.94K +133 +0.4%
AFG
763
Atomi Financial Group
New York
$756K +$60.2K +2,726 +9%
TWA
764
Trellis Wealth Advisors
California
$754K – – –
FPAS
765
Focus Partners Advisor Solutions
Missouri
$753K -$31.4K -1,421 -4%
BA
766
Bridgewater Advisors
New York
$751K +$45.3K +2,066 +6%
LF
767
LifePlan Financial
Minnesota
$750K +$33.8K +1,532 +5%
RIA
768
Regal Investment Advisors
Michigan
$748K +$37K +1,675 +5%
SSWM
769
Smith Salley Wealth Management
North Carolina
$748K +$748K +33,887 New
HGWM
770
Horst & Graben Wealth Management
Oregon
$747K -$110 -5 -0%
CIA
771
Covington Investment Advisors
Pennsylvania
$745K +$53.8K +2,435 +8%
CFP
772
Cascade Financial Partners
California
$743K +$12.8K +580 +2%
CIC
773
Carnegie Investment Counsel
Ohio
$739K +$18.2K +917 +3%
RFP
774
Root Financial Partners
California
$738K +$68K +3,079 +10%
CWA
775
Crux Wealth Advisors
California
$737K +$2.21K +100 +0.3%
29 30
31
32 33