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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 %
BFA
976
Bright Financial Advisors
Michigan
$359K +$1.1K +50 +0.3%
JIC
977
Joel Isaacson & Co
New York
$358K +$9.96K +451 +3%
HCMT
978
Highland Capital Management (Tennessee)
Tennessee
$356K +$4.37K +198 +1%
CFA
979
Capstone Financial Advisors
Illinois
$355K +$4.77K +216 +1%
PB
980
Pinnacle Bancorp
Nebraska
$353K – – –
SWM
981
Seaside Wealth Management
California
$350K – – –
CICC
982
Capital Investment Counsel (Colorado)
Colorado
$350K -$67.8K -3,069 -16%
CF
983
Centaurus Financial
California
$349K +$12.1K +549 +4%
CTC
984
Central Trust Company
Missouri
$349K – – –
JFG
985
JDM Financial Group
Texas
$349K +$949 +43 +0.3%
CFO
986
Collective Family Office
Pennsylvania
$347K – – –
BWP
987
BSW Wealth Partners
Colorado
$347K -$22.1K -1,001 -6%
NEWAS
988
N.E.W. Advisory Services
Wisconsin
$346K +$265 +12 +0.1%
AGP
989
Aspire Growth Partners
Florida
$344K +$1.04K +47 +0.3%
CFG
990
Certior Financial Group
Pennsylvania
$343K -$86.1K -3,898 -20%
ACM
991
Aspen Capital Management
Idaho
$343K +$343K +15,512 New
BWFA
992
Baltimore-Washington Financial Advisors
Maryland
$340K -$64.2K -2,907 -16%
SAA
993
Southeast Asset Advisors
Georgia
$339K +$29.7K +1,344 +10%
PCH
994
PGIM Custom Harvest
New Jersey
$339K -$28K -1,266 -8%
GIA
995
Guyasuta Investment Advisors
Pennsylvania
$338K +$338K +15,324 New
FF
996
Francis Financial
$338K -$131K -5,952 -28%
MA
997
Modus Advisors
Minnesota
$337K -$14.7K -666 -4%
GAA
998
Global Assets Advisory
Florida
$334K +$334K +15,921 New
RBC
999
Romano Brothers & Co
Illinois
$333K +$2.12K +96 +0.6%
BW
1000
BIP Wealth
Georgia
$333K – – –
38 39
40
41 42