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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 %
TA
801
TrueWealth Advisors
Alabama
$657K – – –
YAL
802
Your Advocates Ltd
Texas
$653K +$110K +4,967 +20%
CA
803
Claro Advisors
Massachusetts
$653K +$1.63K +74 +0.3%
WP
804
WealthPLAN Partners
Nebraska
$651K -$14.1K -637 -2%
TWM
805
Tanglewood Wealth Management
Texas
$646K -$14.9K -677 -2%
LRPA
806
L. Roy Papp & Associates
Arizona
$645K – – –
EWA
807
EverSource Wealth Advisors
Alabama
$645K -$199K -9,010 -24%
IIC
808
Ironwood Investment Counsel
Arizona
$644K +$265 +12 +0%
FMWA
809
Forvis Mazars Wealth Advisors
Missouri
$639K +$105K +4,743 +20%
AG
810
Ascent Group
Virginia
$638K +$10.4K +470 +2%
TC
811
TFR Capital
Texas
$631K +$39.7K +1,800 +7%
MAV
812
Mason & Associates (Virginia)
Virginia
$631K – – –
WFA
813
WestHill Financial Advisors
California
$627K – – –
FWMP
814
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$625K – – –
DIA
815
Dana Investment Advisors
Wisconsin
$623K +$72.3K +3,274 +13%
MSS
816
Mitchell Sinkler & Starr
Pennsylvania
$623K +$195K +8,830 +46%
GI
817
GS Investments
Minnesota
$622K +$13.2K +600 +2%
Baird Financial Group
818
Baird Financial Group
Wisconsin
$619K -$182K -8,224 -23%
WJWM
819
Williams Jones Wealth Management
New York
$617K +$97.9K +4,436 +19%
SMC
820
Smith, Moore & Co
Missouri
$615K – – –
RWM
821
Revisor Wealth Management
Ohio
$612K +$612K +27,738 New
OC
822
Oarsman Capital
Wisconsin
$611K +$23.7K +1,075 +4%
ABC
823
Associated Banc-Corp
Wisconsin
$607K +$242K +10,976 +66%
SPIA
824
Steward Partners Investment Advisory
New York
$604K +$95.9K +4,343 +19%
BWM
825
BlackDiamond Wealth Management
New York
$602K -$49.9K -2,234 -8%
31 32
33
34 35