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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 %
LGWM
1026
Litman Gregory Wealth Management
California
$306K – – –
CAG
1027
Curtis Advisory Group
California
$305K +$397 +18 +0.1%
FG
1028
Fairman Group
Pennsylvania
$305K +$107K +7,072 +54%
SIA
1029
SeaBridge Investment Advisors
New Jersey
$305K – – –
PIA
1030
Panoramic Investment Advisors
Colorado
$304K +$684 +31 +0.2%
TWA
1031
TCI Wealth Advisors
Arizona
$303K -$7.04K -319 -2%
WHC
1032
Wulff, Hansen & Co
California
$303K +$3.51K +140 +1%
ML
1033
Mayport LLC
Massachusetts
$301K -$5.52K -250 -2%
EB
1034
Eastern Bank
Massachusetts
$300K – – –
MA
1035
Montag & Associates
Georgia
$300K – – –
FMII
1036
Farmers & Merchants Investments Inc
Nebraska
$299K – – –
BIG
1037
Builder Investment Group
Georgia
$299K -$2.52K -114 -0.8%
GWM
1038
GK Wealth Management
Nevada
$297K +$297K +13,471 New
MCC
1039
Money Concepts Capital
Florida
$297K -$2.13M -96,444 -88%
WWM
1040
Wagner Wealth Management
South Carolina
$296K +$1.99K +90 +0.7%
TI
1041
Trexquant Investment
Connecticut
$296K +$296K +13,412 New
BAM
1042
BOS Asset Management
Illinois
$294K – – –
PWM
1043
Peterson Wealth Management
Nevada
$294K – – –
NFG
1044
Nations Financial Group
Iowa
$293K -$90K -4,077 -23%
NA
1045
Novus Advisors
South Carolina
$292K +$773 +35 +0.3%
MIM
1046
Macroview Investment Management
Maryland
$292K -$4.17K -189 -1%
Envestnet Portfolio Solutions
1047
Envestnet Portfolio Solutions
Illinois
$289K -$57.2K -2,591 -17%
PCM
1048
Palouse Capital Management
Washington
$289K -$309 -14 -0.1%
MHC
1049
May Hill Capital
Massachusetts
$288K +$795 +36 +0.3%
GAM
1050
GEM Asset Management
Michigan
$287K +$1.55K +70 +0.5%
40 41
42
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