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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 %
GIA
851
GHP Investment Advisors
Colorado
$548K -$32.3K -1,464 -6%
MCCP
852
Mission Creek Capital Partners
California
$548K – – –
BIG
853
Brooklyn Investment Group
New York
$547K +$516K +23,386 +1,689%
PPW
854
Pasadena Private Wealth
California
$544K +$544K +24,639 New
DFG
855
Delta Financial Group
New Jersey
$544K – – –
GI
856
Gradient Investments
Minnesota
$540K +$540K +24,470 New
MIM
857
Moseley Investment Management
Florida
$540K -$36K -1,632 -6%
FWS
858
FinDec Wealth Services
California
$538K -$795K -36,002 -60%
WN
859
Williams & Novak
California
$538K – – –
AIM
860
Acropolis Investment Management
Missouri
$530K – – –
RCAG
861
Rehmann Capital Advisory Group
Michigan
$526K -$8.1K -367 -2%
RFA
862
Resurgent Financial Advisors
Georgia
$525K – – –
PWM
863
Penobscot Wealth Management
Maine
$513K -$203K -9,208 -28%
First Manhattan
864
First Manhattan
New York
$510K – – –
PP
865
PDS Planning
Ohio
$510K +$510K +23,097 New
WA
866
Whipplewood Advisors
Colorado
$510K -$3.62M -20,974 -88%
MIC
867
Means Investment Company
Maine
$507K – – –
GF
868
Gries Financial
Ohio
$504K – – –
FFA
869
Fragasso Financial Advisors
Pennsylvania
$502K -$208K -9,426 -29%
PWA
870
Physician Wealth Advisors
Utah
$496K – – –
CPA
871
Compass Planning Associates
Massachusetts
$494K +$1.52K +69 +0.3%
HFS
872
Heritage Financial Services
Massachusetts
$492K -$198K -8,983 -29%
FCB
873
First County Bank
Connecticut
$492K -$17.9K -810 -4%
PA
874
Parkside Advisors
California
$490K -$11.9K -537 -2%
PK
875
Pflug Koory
Nebraska
$488K -$3.56K -161 -0.7%
33 34
35
36 37