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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 %
Bessemer Group
826
Bessemer Group
New Jersey
$598K -$12.7K -575 -2%
BHWM
827
Beaird Harris Wealth Management
Texas
$590K +$1.63K +74 +0.3%
RIS
828
Retirement Income Solutions
Michigan
$590K – – –
IAA
829
Independent Advisor Alliance
North Carolina
$589K -$87.7K -3,971 -13%
FFS
830
Founders Financial Securities
Maryland
$584K +$584K +26,837 New
BIAS
831
Beacon Investment Advisory Services
New Jersey
$581K +$38.2K +1,731 +7%
KLI
832
Kelman-Lazarov Inc
Tennessee
$581K +$581K +26,319 New
NEPWA
833
New England Private Wealth Advisors
Massachusetts
$581K +$19.7K +894 +4%
VBFP
834
Valtinson Bruner Financial Planning
Minnesota
$578K +$11.7K +531 +2%
HIM
835
Harbour Investment Management
Washington
$575K – – –
GA
836
Goldstein Advisors
Wisconsin
$574K +$116K +5,273 +25%
HIC
837
Hartline Investment Corp
Illinois
$571K -$11K -500 -2%
Millennium Management
838
Millennium Management
New York
$570K +$247K +11,208 +77%
EFA
839
Evernest Financial Advisors
Indiana
$568K +$994 +45 +0.2%
JWCA
840
J.W. Cole Advisors
Florida
$566K -$956K -43,296 -63%
CIA
841
Cape Investment Advisory
Georgia
$566K -$63K -2,855 -10%
FA
842
Fiduciary Alliance
South Carolina
$565K +$19.9K +899 +4%
RIM
843
Rockbridge Investment Management
New York
$563K -$12.4K -560 -2%
RA
844
RFG Advisory
Alabama
$556K -$540K -24,463 -49%
CW
845
CreativeOne Wealth
Kansas
$555K +$71.1K +3,221 +15%
CFG
846
Citizens Financial Group
Rhode Island
$553K +$640 +29 +0.1%
VPP
847
Vertex Planning Partners
Illinois
$553K +$22 +1 +0%
WG
848
Wealth Group
North Carolina
$552K +$25.3K +1,145 +5%
AWA
849
Arkadios Wealth Advisors
Georgia
$551K +$551K +24,954 New
HNB
850
Huntington National Bank
Ohio
$550K -$334K – –
32 33
34
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