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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 %
SIA
1001
Soltis Investment Advisors
Utah
$332K +$73.6K +3,335 +28%
FLA
1002
Financial Life Advisors
Texas
$331K – – –
HCP
1003
Hexagon Capital Partners
Arkansas
$328K +$50.1K +2,270 +18%
WW
1004
Westshore Wealth
California
$325K +$1.02K +46 +0.3%
FIC
1005
Family Investment Center
Missouri
$325K +$49.8K +2,257 +18%
CP
1006
Capital Planning
Washington
$323K -$365K -16,553 -53%
CIAS
1007
Capital Investment Advisory Services
North Carolina
$323K +$53.8K +2,437 +20%
FW
1008
Fairway Wealth
Ohio
$317K +$101K +4,578 +47%
SW
1009
SMART Wealth
Nebraska
$317K +$317K +14,368 New
SS
1010
Sound Stewardship
Kansas
$317K -$9.76K -442 -3%
LWM
1011
Lighthouse Wealth Management
Ohio
$314K – – –
PSA
1012
Plum Street Advisors
Louisiana
$313K – – –
VV
1013
Verity & Verity
South Carolina
$313K – – –
FD
1014
Financial Designs
California
$313K – – –
FA
1015
FC Advisory
Pennsylvania
$312K -$11.2K -505 -3%
FA
1016
Fiducient Advisors
Illinois
$312K +$312K +14,124 New
GA
1017
GoalVest Advisory
New York
$311K -$26.5K -1,200 -8%
EIG
1018
Ellenbecker Investment Group
Wisconsin
$310K +$4.39K +199 +1%
GM
1019
GeoWealth Management
Illinois
$309K +$95.6K +4,330 +45%
FC
1020
Fusion Capital
South Carolina
$308K -$12.1K -550 -4%
TPWA
1021
TRUE Private Wealth Advisors
Oregon
$308K – – –
CG
1022
CFO4Life Group
Texas
$308K -$98.3K -4,454 -24%
DIS
1023
Diversified Investment Strategies
Louisiana
$308K -$28.5K -1,290 -8%
TAM
1024
Titleist Asset Management
Texas
$307K – – –
NFA
1025
Northern Financial Advisors
Michigan
$306K +$12.7K +575 +4%
39 40
41
42 43