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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 %
IF
1126
Intrua Financial
Texas
$226K -$18.3K -829 -7%
AA
1127
Advisory Alpha
Michigan
$226K +$226K +10,237 New
SI
1128
Shaker Investments
Ohio
$225K +$442 +20 +0.2%
FPCP
1129
Fort Point Capital Partners
California
$225K +$225K +10,202 New
PS
1130
Pinney & Scofield
Massachusetts
$225K – – –
RIP
1131
RAM Investment Partners
Washington
$224K – – –
TCM
1132
Telos Capital Management
California
$223K +$223K +10,108 New
CWA
1133
Capital Wealth Alliance
Arizona
$223K +$223K +10,093 New
BB
1134
Busey Bank
Illinois
$223K +$223K +10,091 New
SFG
1135
SevenBridge Financial Group
Pennsylvania
$223K -$26.6K -1,152 -11%
AC
1136
Apella Capital
Connecticut
$221K – – –
CIA
1137
Choate Investment Advisors
Massachusetts
$220K – – –
FPW
1138
Fairvoy Private Wealth
Alabama
$219K -$18.4K -834 -8%
PIWA
1139
Prevail Innovative Wealth Advisors
Kansas
$219K -$217K -9,818 -50%
TCM
1140
Traynor Capital Management
Pennsylvania
$218K +$218K +9,894 New
SM
1141
Sensible Money
Arizona
$218K – – –
BFG
1142
Beacon Financial Group
Texas
$218K +$8.83K +400 +4%
SL
1143
Salomon & Ludwin
Virginia
$218K – – –
MIC
1144
Meridian Investment Counsel
California
$217K +$177 +8 +0.1%
MWP
1145
Madison Wealth Partners
Wisconsin
$217K -$905 -41 -0.4%
PF
1146
Penney Financial
Texas
$217K – – –
RF
1147
Robbins Farley
New Hampshire
$216K -$6.12K -277 -3%
GLR
1148
Great Lakes Retirement
Ohio
$216K +$216K +9,760 New
SW
1149
SteelPeak Wealth
California
$215K +$215K +9,738 New
SRWM
1150
Shira Ridge Wealth Management
California
$215K – – –
44 45
46
47 48