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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,333 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, 528 increasing their positions, 500 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,333
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
18.11%
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
528
Reduced
500
Closed
81
Calls
$1.18M
Puts
$117K
Net Calls
+$1.07M
Net Calls Change
-$489K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$393M
2
US Bancorp
2
US Bancorp
Minnesota
$4.8B
3
Betterment LLC
3
Betterment LLC
New York
$292M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$690M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$352M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$847K
2
EF
2
Empowered Funds
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
AssetMark Inc
4
AssetMark Inc
California
$154M
5
AWM
5
Apollon Wealth Management
South Carolina
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
76
Buffington Mohr McNeal
Idaho
$46.5M -$39.6K -1,794 -0.1%
HI
77
Harbour Investments
Wisconsin
$45.4M -$60.2K -2,725 -0.1%
RCM
78
Richardson Capital Management
Wisconsin
$45.3M +$6.94M +314,228 +18%
UCFA
79
United Capital Financial Advisors
Texas
$45.3M -$1.33M -60,338 -3%
MSWM
80
McGlone Suttner Wealth Management
Wisconsin
$44.6M +$314K +14,209 +0.7%
PFA
81
Pure Financial Advisors
California
$44.3M +$44.1M +1,996,882 +17,679%
Wells Fargo
82
Wells Fargo
California
$42.4M +$391K +17,710 +0.9%
AP
83
Appleton Partners
Massachusetts
$41.9M -$499K -22,579 -1%
EFG
84
Embree Financial Group
Illinois
$40M +$843K +38,172 +2%
IAS
85
IMA Advisory Services
Colorado
$39.9M -$741K -33,544 -2%
CMP
86
Courage Miller Partners
Virginia
$39.9M -$44.4K -2,010 -0.1%
VNA
87
Valley National Advisers
Pennsylvania
$39.8M +$1.83M +83,095 +5%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$38.8M +$220K +9,942 +0.6%
NFG
89
Northeast Financial Group
Pennsylvania
$38.3M -$124K -5,614 -0.3%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$35.8M +$1.83M +82,805 +5%
WSFS
91
Wilmington Savings Fund Society
Delaware
$35.2M +$679K +30,767 +2%
OIA
92
OneDigital Investment Advisors
Kansas
$35.1M -$7.69M -348,264 -18%
AFS
93
Access Financial Services
Minnesota
$35.1M +$1.42M +64,459 +4%
MWM
94
Modera Wealth Management
New Jersey
$34.8M -$730K -33,062 -2%
SEM
95
Strategic Equity Management
Arizona
$34.8M -$99.8K -4,519 -0.3%
PRS
96
Pinkerton Retirement Specialists
Idaho
$34.4M -$3.64M -164,961 -10%
NDSI
97
Newman Dignan & Sheerar Inc
Rhode Island
$34.4M +$1.34M +60,514 +4%
SDWMA
98
Schneider Downs Wealth Management Advisors
Pennsylvania
$33.3M +$253K +11,455 +0.8%
Stifel Financial
99
Stifel Financial
Missouri
$32.7M +$4.22M +191,071 +15%
AA
100
Ashford Advisors
New York
$32.6M -$5.09M -230,485 -13%
2 3
4
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