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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 %
CF
1051
Clarity Financial
Texas
$286K – – –
RI
1052
Rinkey Investments
California
$286K -$596 -27 -0.2%
BC
1053
Bowman & Company
Wisconsin
$286K +$839 +38 +0.3%
M
1054
MOTCO
Texas
$285K – – –
OCG
1055
Opus Capital Group
Ohio
$284K – – –
ACP
1056
Aviance Capital Partners
Florida
$284K +$47.4K +2,146 +20%
CAM
1057
Costello Asset Management
Pennsylvania
$283K +$283K +12,808 New
RIL
1058
Rothschild Investment LLC
Illinois
$282K +$22 +1 +0%
SCA
1059
Stonebridge Capital Advisors
Minnesota
$282K +$50.9K +2,304 +22%
OAM
1060
Oppenheimer Asset Management
New York
$282K – – –
NCM
1061
Narwhal Capital Management
Georgia
$281K +$62.2K +2,816 +28%
CT
1062
Clearstead Trust
Maine
$280K – – –
BSI
1063
Bennett Selby Investments
Maine
$278K – – –
DBIA
1064
Dumont & Blake Investment Advisors
New Jersey
$278K -$123K -5,565 -31%
AIIMS
1065
Analyst IMS Investment Management Services
Israel
$278K – – –
TIA
1066
Tiemann Investment Advisors
California
$277K -$5.52K -250 -2%
CSP
1067
Cary Street Partners
Virginia
$277K -$8.17K -370 -3%
IAS
1068
Insigneo Advisory Services
Florida
$274K +$40.1K +1,816 +17%
CPC
1069
Consolidated Planning Corp
Georgia
$273K – – –
MFS
1070
Mattson Financial Services
Michigan
$273K +$265K +11,987 +3,222%
MBFW
1071
Morton Brown Family Wealth
Pennsylvania
$272K – – –
CWM
1072
Cadence Wealth Management
Massachusetts
$271K +$18.5K +836 +7%
TWM
1073
Tradition Wealth Management
Minnesota
$270K -$17.6K -798 -6%
RFA
1074
Rollins Financial Advisors
New York
$269K – – –
MSA
1075
McAlister Sweet & Associates
Texas
$268K +$268K +12,123 New
41 42
43
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