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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 %
FFO
776
Fiduciary Family Office
Florida
$733K +$733K +33,177 New
KJWM
777
Kiley Juergens Wealth Management
Washington
$729K -$54K -2,446 -7%
SF
778
Safeguard Financial
Wisconsin
$722K +$1.39K +63 +0.2%
KA
779
Klingman & Associates
New York
$719K +$126K +5,695 +21%
WPW
780
Watershed Private Wealth
Illinois
$714K -$22 -1 -0%
MOS
781
MGO One Seven
Ohio
$713K +$68.3K +3,092 +11%
SFS
782
Security Financial Services
Indiana
$711K – – –
PFBT
783
Parkside Financial Bank & Trust
Missouri
$709K +$729 +33 +0.1%
CWA
784
CM Wealth Advisors
Ohio
$709K – – –
APP
785
Avantax Planning Partners
Iowa
$704K -$15.5K -700 -2%
GT
786
Greenleaf Trust
Michigan
$703K -$74.9K -3,390 -10%
RW
787
Rede Wealth
Virginia
$702K – – –
DI
788
Disciplined Investors
Texas
$701K -$5.74K -260 -0.8%
CFP
789
Cypress Financial Planning
New Jersey
$701K -$88 -4 -0%
CWM
790
Chesapeake Wealth Management
Virginia
$699K – – –
PMFA
791
Plante Moran Financial Advisors
Michigan
$697K -$194K -8,797 -22%
Two Sigma Investments
792
Two Sigma Investments
New York
$683K -$8.13M -368,400 -92%
ISFAN
793
Investor's Fiduciary Advisor Network
Washington
$675K +$213K +9,639 +46%
CA
794
Continuum Advisory
Idaho
$674K -$204K -9,221 -23%
ATI
795
ARK & TLK Investments
Oklahoma
$672K -$8.61K -390 -1%
FBB
796
Fulton Breakefield Broenniman
Maryland
$670K +$1.33K +60 +0.2%
Qube Research & Technologies (QRT)
797
Qube Research & Technologies (QRT)
United Kingdom
$664K -$340K -15,413 -34%
SC
798
Slow Capital
California
$660K -$288K -13,053 -30%
SPP
799
Single Point Partners
Massachusetts
$659K -$15.2K -689 -2%
BFC
800
Bedel Financial Consulting
Indiana
$658K -$9.99K -452 -1%
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