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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 %
ACI
1101
Alpha Cubed Investments
California
$241K +$241K +10,901 New
PWA
1102
Peterson Wealth Advisors
Utah
$241K +$14.2K +713 +6%
PW
1103
Pandora Wealth
Illinois
$240K +$240K +10,872 New
PWMAG
1104
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$240K +10,865 New
IWP
1105
IAG Wealth Partners
Wisconsin
$240K -$167K -7,552 -41%
DIM
1106
Delta Investment Management
California
$239K +$16.5K +749 +7%
CFS
1107
CRA Financial Services
New Jersey
$238K +$238K +10,793 New
BWM
1108
Brown Wealth Management
Illinois
$238K +$221 +10 +0.1%
Koshinski Asset Management
1109
Koshinski Asset Management
Illinois
$236K -$88.8K -4,021 -27%
DPI
1110
Diversified Portfolios Inc
Michigan
$236K +$30.3K +1,372 +15%
MWM
1111
Mindset Wealth Management
Indiana
$236K +$236K +10,671 New
BCA
1112
Bay Colony Advisors
Massachusetts
$235K – – –
OGF
1113
Orin Green Financial
California
$235K +$235K +11,574 New
BBA
1114
BLB&B Advisors
Pennsylvania
$235K +$235K +10,634 New
WHCFA
1115
William Howard & Co Financial Advisors
Tennessee
$235K +$729 +33 +0.3%
SAM
1116
SP Asset Management
California
$234K +$44 +2 +0%
JFGIW
1117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K – – –
MMA
1118
Miracle Mile Advisors
California
$234K -$332K -15,057 -59%
GWSA
1119
Global Wealth Strategies & Associates
Colorado
$233K +$2.41K +109 +1%
AI
1120
Accredited Investors
Minnesota
$233K +$155 +7 +0.1%
EFM
1121
Eley Financial Management
Vermont
$233K – – –
EL
1122
EWA LLC
Pennsylvania
$231K -$15K -678 -6%
HNWAG
1123
High Net Worth Advisory Group
Florida
$231K +$38.4K +1,739 +20%
GWAM
1124
Guardian Wealth Advisors (Minnesota)
Minnesota
$228K – – –
QWP
1125
Quotient Wealth Partners
Texas
$227K -$3.89K -176 -2%
43 44
45
46 47