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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 %
WPW
926
Waldron Private Wealth
Pennsylvania
$403K – – –
VA
927
Vident Advisory
Georgia
$402K +$16K +726 +4%
BRIA
928
Balanced Rock Investment Advisors
Massachusetts
$401K -$5.63K -255 -1%
DT
929
Diversified Trust
Tennessee
$399K +$69K +3,125 +21%
CCP
930
Carmel Capital Partners
California
$398K -$442 -20 -0.1%
PTB
931
Pioneer Trust Bank
Oregon
$397K – – –
AFA
932
Arlington Financial Advisors
California
$397K +$1.21K +55 +0.3%
TF
933
Trek Financial
Arizona
$394K +$154K +6,990 +64%
GFG
934
Grantvest Financial Group
New Jersey
$394K -$17.3K -782 -4%
PFA
935
Pathway Financial Advisors
Vermont
$394K – – –
WA
936
WPG Advisers
Maryland
$394K -$168K -7,596 -30%
TA
937
TPG Advisors
Illinois
$393K +$331 +15 +0.1%
AL
938
ACAS LLC
California
$393K +$65.2K +2,955 +20%
BAM
939
Bellevue Asset Management
Washington
$393K – – –
GWA
940
Geometric Wealth Advisors
District of Columbia
$392K -$1.24K -56 -0.3%
WCM
941
Weik Capital Management
Pennsylvania
$392K +$54.1K +2,450 +16%
AIA
942
Armor Investment Advisors
North Carolina
$391K – – –
TWP
943
Triad Wealth Partners
Kansas
$390K -$113K -5,122 -22%
CWM
944
Connecticut Wealth Management
Connecticut
$390K +$390K +17,659 New
TPI
945
Trust Point Inc
Wisconsin
$389K +$389K +17,640 New
DADC
946
D.A. Davidson & Co
Montana
$389K +$19.3K +872 +5%
STFP
947
Signal Tree Financial Partners
Ohio
$389K – – –
LA
948
LexAurum Advisors
Kansas
$388K +$22.1K +1,003 +6%
LI
949
LifeWealth Investments
Florida
$387K +$387K +17,541 New
FFM
950
Forum Financial Management
Illinois
$386K +$386K +17,466 New
36 37
38
39 40