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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 %
LB
1176
Legacy Bridge
Iowa
$178K +$22 +1 +0%
BCMLT
1177
Beacon Capital Management LLC (Tennessee)
Tennessee
$176K +$508 +23 +0.3%
ACM
1178
Accent Capital Management
Ohio
$166K – – –
FIM
1179
FWL Investment Management
Texas
$163K -$31.8K -1,438 -16%
UB
1180
UMB Bank
Missouri
$159K – – –
SFG
1181
Stonebridge Financial Group
Pennsylvania
$158K +$1.77K +80 +1%
LC
1182
Lindbrook Capital
California
$151K – – –
MMCM
1183
Murphy & Mullick Capital Management
New York
$149K – – –
BDPWM
1184
Barnes Dennig Private Wealth Management
Ohio
$145K +$145K +6,546 New
GJIA
1185
Glass Jacobson Investment Advisors
Maryland
$141K – – –
PFP
1186
Pinnacle Financial Partners
Tennessee
$139K +$92.7K +4,000 +200%
NG
1187
NWK Group
California
$138K -$18K -815 -12%
OAJ
1188
Ogorek Anthony Joseph
New York
$137K +$132K +5,983 +2,683%
CIM
1189
Contravisory Investment Management
Massachusetts
$136K -$23.4K -1,059 -15%
CMP
1190
Coston McIsaac & Partners
Maine
$131K – – –
AIC
1191
Archer Investment Corporation
Indiana
$130K +$397 +18 +0.3%
GP
1192
Greenline Partners
New York
$125K +$96.5K +18,945 +335%
AWM
1193
Atticus Wealth Management
Florida
$122K +$3.49K +158 +3%
CIAS
1194
CBIZ Investment Advisory Services
Ohio
$121K – – –
LWA
1195
Lowe Wealth Advisors
Maryland
$119K – – –
CWC
1196
Carolinas Wealth Consulting
North Carolina
$117K -$22 -1 -0%
GCM
1197
Gables Capital Management
Florida
$111K – – –
HWA
1198
Heritage Wealth Advisors
Virginia
$110K -$3.31K -150 -3%
OW
1199
Olistico Wealth
Oklahoma
$108K – – –
TCPG
1200
Trivant Custom Portfolio Group
California
$106K – – –
46 47
48
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