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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 %
NWMG
876
National Wealth Management Group
Ohio
$487K +$91.6K +4,150 +23%
AA
877
AlphaQ Advisors
Florida
$485K -$13.2K -600 -3%
GFA
878
Gallagher Fiduciary Advisors
Illinois
$484K +$23.1K +1,045 +5%
NFTC
879
North Forty Two & Co
Oregon
$483K – – –
GCP
880
Gill Capital Partners
Colorado
$481K -$105K -4,758 -18%
FMN
881
Financial Management Network
California
$478K +$38.2K +1,922 +9%
AP
882
Aspect Partners
Virginia
$477K – – –
C
883
Certuity
Florida
$472K +$132 +6 +0%
LC
884
LCNB Corp
Ohio
$466K – – –
KWA
885
Kingswood Wealth Advisors
California
$466K -$133K -6,040 -22%
MP
886
McDonald Partners
Ohio
$463K – – –
LJAC
887
L.J. Altfest & Co
New York
$463K +$2.39K +108 +0.5%
AWA
888
Aaron Wealth Advisors
Illinois
$462K -$136K -6,158 -23%
DF
889
DecisionPoint Financial
Arizona
$461K +$460K +20,838 +50,824%
GWM
890
GSB Wealth Management
Connecticut
$459K -$22 -1 -0%
RWM
891
Rockwood Wealth Management
Pennsylvania
$459K +$157K +7,098 +52%
AAG
892
Armstrong Advisory Group
Massachusetts
$458K – – –
MWA
893
Motive Wealth Advisors
Michigan
$457K -$11.5K -522 -2%
SCM
894
Spreng Capital Management
Ohio
$457K -$105K -4,735 -19%
AIM
895
AHL Investment Management
Florida
$456K – – –
JLBC
896
J.L. Bainbridge & Co
Florida
$455K +$132 +6 +0%
EFL
897
ERn Financial LLC
Wisconsin
$455K -$420 -19 -0.1%
NL
898
NWAM LLC
Washington
$447K -$41K -1,857 -8%
RGF
899
Retirement Guys Formula
Ohio
$446K -$12.8K -581 -3%
SAW
900
Signal Advisors Wealth
Michigan
$444K +$158K +7,148 +55%
34 35
36
37 38