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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 %
ACM
1151
Advisors Capital Management
New Jersey
$215K -$4.73K -214 -2%
FWM
1152
Fortress Wealth Management
California
$213K – – –
IWN
1153
Independent Wealth Network
Iowa
$213K -$16.5K -749 -7%
UF
1154
Univest Financial
Pennsylvania
$212K +$66 +3 +0%
SWM
1155
Segment Wealth Management
Texas
$212K – – –
BSG
1156
Black Swift Group
Colorado
$211K – – –
HP
1157
Haven Private
Florida
$211K +$3.75K +170 +2%
FAC
1158
Financial Advisory Corporation
Michigan
$209K +$2.19K +99 +1%
PMSA
1159
Patrick M. Sweeney & Associates
Illinois
$209K +$22 +1 +0%
MAG
1160
M3 Advisory Group
Massachusetts
$207K – – –
FFG
1161
Fiduciary Financial Group
California
$207K +$580 +28 +0.3%
CWP
1162
Capital Wealth Planning
Florida
$206K -$95.9K -4,344 -32%
WG
1163
Welch Group
Alabama
$206K – – –
LF
1164
LifeSteps Financial
California
$204K -$14.6K -660 -7%
GSWM
1165
Golden State Wealth Management
California
$204K -$12.8K -579 -6%
HCMG
1166
Howard Capital Management Group
California
$204K – – –
IWM
1167
Inlight Wealth Management
Georgia
$203K +$203K +9,199 New
SSA
1168
Sierra Summit Advisors
Nevada
$203K -$129K -5,822 -39%
SI
1169
Stephens Inc
Arkansas
$202K +$202K +9,159 New
CSA
1170
Cottage Street Advisors
Massachusetts
$202K +$596 +27 +0.3%
PAM
1171
Pegasus Asset Management
New York
$202K -$11.9K -540 -6%
BWL
1172
Bogart Wealth LLC
Virginia
$197K -$10.1K -459 -5%
GWSG
1173
GPS Wealth Strategies Group
Colorado
$187K -$1.02K -46 -0.5%
POIA
1174
Pin Oak Investment Advisors
Texas
$186K +$124K +4,000 +200%
SFC
1175
SYM Financial Corp
Indiana
$181K – – –
45 46
47
48 49