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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 %
RLWM
951
RF&L Wealth Management
Massachusetts
$385K +$132 +6 +0%
PAM
952
Peak Asset Management
Colorado
$385K -$57K -2,580 -13%
EAM
953
Empirical Asset Management
Massachusetts
$385K -$110 -5 -0%
BC
954
Brio Consultants
California
$384K +$1.44K +65 +0.4%
RCA
955
Riverview Capital Advisers
Massachusetts
$383K +$1.02K +46 +0.3%
ACA
956
Aspire Capital Advisors
Washington
$382K -$211K -9,570 -36%
MCM
957
Mainstay Capital Management
Michigan
$382K -$18.9K -855 -5%
HWA
958
Heartwood Wealth Advisors
Virginia
$381K -$53.9K -2,439 -12%
Principal Financial Group
959
Principal Financial Group
Iowa
$380K -$148K -6,686 -28%
PIM
960
Penobscot Investment Management
Massachusetts
$378K -$662 -30 -0.2%
FPW
961
Flagship Private Wealth
Massachusetts
$376K – – –
HI
962
Hudock Inc
Pennsylvania
$373K +$265 +12 +0.1%
TFA
963
Tobias Financial Advisors
Florida
$373K +$110K +4,985 +42%
LI
964
Lafayette Investments
Maryland
$372K +$4.02K +182 +1%
AWM
965
Aprio Wealth Management
Georgia
$371K +$795 +36 +0.2%
NFC
966
Northeast Financial Consultants
Connecticut
$371K – – –
NA
967
Nautilus Advisors
California
$368K – – –
RW
968
Regimen Wealth
Georgia
$367K +$10.9K +492 +3%
DFA
969
DHJJ Financial Advisors
Illinois
$366K -$57.8K -2,617 -14%
WCP
970
Wealthcare Capital Partners
Pennsylvania
$365K -$4.5K -204 -1%
Citadel Advisors
971
Citadel Advisors
Florida
$365K – – –
PMG
972
ProVise Management Group
Florida
$364K -$12K -543 -3%
REMPR
973
Roof Eidam Maycock Peralta (REMP)
California
$364K -$504K -22,830 -58%
AWM
974
Accurate Wealth Management
Florida
$362K -$44.7K -2,119 -11%
SPW
975
Sonoma Private Wealth
California
$362K – – –
37 38
39
40 41