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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 %
MWA
901
Martel Wealth Advisors
Washington
$442K +$155 +7 +0%
AWM
902
Austin Wealth Management
Texas
$439K +$33.3K +1,542 +8%
LSC
903
Lesa Sroufe & Co
Washington
$438K +$438K +19,825 New
SWA
904
Stratos Wealth Advisors
Ohio
$437K +$574 +26 +0.1%
BWA
905
Bordeaux Wealth Advisors
California
$436K -$1.61K -73 -0.4%
MCM
906
Morton Capital Management
California
$436K -$8.55K -387 -2%
AAP
907
Arax Advisory Partners
Colorado
$436K +$97.2K +4,403 +29%
CGFA
908
Colton Groome Financial Advisors
North Carolina
$435K +$435K +19,855 New
LWANC
909
Laurel Wealth Advisors (North Carolina)
North Carolina
$433K +$662 +30 +0.2%
ESB
910
Essex Savings Bank
Connecticut
$431K +$10.2K +462 +2%
LWMNY
911
Landmark Wealth Management (New York)
New York
$425K -$7.75K -351 -2%
BTI
912
Blue Trust Inc
Georgia
$425K -$84.7K -3,838 -17%
DC
913
Davenport & Co
Virginia
$424K +$114K +5,161 +37%
NB
914
NBT Bank
New York
$423K -$28.7K -1,300 -6%
GB
915
Goepper Burkhardt
South Carolina
$419K – – –
DP
916
DDD Partners
Washington
$418K – – –
Members Trust
917
Members Trust
Florida
$415K +$106K +4,793 +34%
CCA
918
Cadent Capital Advisors
Oklahoma
$414K +$243 +11 +0.1%
SF
919
Symphony Financial
Texas
$414K +$207K +9,138 +100%
CCAL
920
City Center Advisors LLC
Michigan
$413K +$161K +7,279 +64%
MG
921
Mather Group
Illinois
$410K -$94K -4,255 -19%
CPW
922
Crestmont Private Wealth
Texas
$409K +$24.4K +1,103 +6%
MWM
923
MBE Wealth Management
Wisconsin
$409K +$88 +4 +0%
PP
924
Patten & Patten
Tennessee
$407K +$37.8K +1,713 +10%
RRA
925
Round Rock Advisors
Connecticut
$406K -$758K -34,341 -65%
35 36
37
38 39