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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 %
SCA
1076
Snowden Capital Advisors
New York
$268K -$8.94K -405 -3%
FA
1077
FSA Advisors
Michigan
$266K -$1.48K -67 -0.6%
RWM
1078
Ritholtz Wealth Management
New York
$265K +$24.7K +1,119 +10%
ARC
1079
Advisor Resource Council
Texas
$265K +$265K +16,718 New
BWP
1080
Burling Wealth Partners
Illinois
$265K – – –
FWM
1081
Foguth Wealth Management
Michigan
$263K +$263K +11,903 New
CWA
1082
Clarity Wealth Advisors
California
$261K -$5.56K -252 -2%
JF
1083
JSF Financial
California
$260K +$260K +11,768 New
FWP
1084
Falcon Wealth Planning
California
$257K +$331 +15 +0.1%
CCMG
1085
Clark Capital Management Group
Pennsylvania
$257K -$3.03K -137 -1%
MLA
1086
My Legacy Advisors
Oregon
$256K +$8.3K +376 +3%
CT
1087
Colonial Trust
South Carolina
$255K – – –
ST
1088
Smithfield Trust
Pennsylvania
$255K – – –
TA
1089
TFB Advisors
Kansas
$250K +$751 +34 +0.3%
SIAS
1090
Summit Investment Advisory Services
Minnesota
$249K -$84.6K -3,831 -25%
Fifth Third Bancorp
1091
Fifth Third Bancorp
Ohio
$249K +$62K +2,806 +33%
BAS
1092
Breakthru Advisory Services
Wisconsin
$248K +$248K +11,217 New
MWC
1093
MKD Wealth Coaches
Michigan
$248K -$23.6K -1,069 -9%
IPA
1094
Investment Planning Advisors
Georgia
$247K +$10.2K +462 +4%
CPCM
1095
Cardinal Point Capital Management
Ontario, Canada
$246K +$246K +11,147 New
SIS
1096
Sound Income Strategies
Florida
$244K +$61.5K +2,786 +34%
SPG
1097
Strategic Planning Group
Utah
$244K +$751 +34 +0.3%
ODIJL
1098
One Day In July LLC
Vermont
$243K +$48.5K +2,198 +25%
PWM
1099
PTM Wealth Management
United States
$242K +$242K +12,369 New
IFA
1100
Index Fund Advisors
California
$242K -$84.6K -3,832 -26%
42 43
44
45 46