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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 %
SC
1201
Stephens Consulting
Michigan
$103K – – –
KSWA
1202
Kathleen S. Wright Associates
Pennsylvania
$99.8K – – –
FFWM
1203
Future Financial Wealth Management
Ohio
$99.4K – – –
DI
1204
DAGCO Inc
Ohio
$99.4K +$99.4K +4,500 New
RMP
1205
Richards, Merrill & Peterson
Washington
$97.6K – – –
HHGA
1206
Halbert Hargrove Global Advisors
California
$95.6K – – –
FFA
1207
Frazier Financial Advisors
Ohio
$95.3K +$52.2K +2,364 +121%
RF
1208
Rossby Financial
Florida
$93.3K +$93.3K +4,287 New
MEG
1209
Millstone Evans Group
Colorado
$92.7K – – –
PC
1210
Promus Capital
Illinois
$91.8K – – –
SS
1211
Sunbelt Securities
Texas
$91.3K +$23.5K +1,065 +35%
IF
1212
Integrity Financial
Wyoming
$89.2K – – –
NSIM
1213
North Star Investment Management
Illinois
$88K +$265 +12 +0.3%
GWS
1214
Glassman Wealth Services
Virginia
$81.7K – – –
CFFP
1215
Center for Financial Planning
Michigan
$81.4K +$81.4K +3,688 New
RP
1216
Rice Partnership
Hawaii
$76.2K -$1.59K -72 -2%
HNW
1217
High Note Wealth
Minnesota
$73.1K – – –
SIC
1218
SJS Investment Consulting
Ohio
$68.4K – – –
DJSG
1219
D.J. St. Germain
Massachusetts
$67.4K +$67.4K +3,051 New
CWM
1220
Compass Wealth Management
Connecticut
$66.4K +$66.4K +3,006 New
CFS
1221
CGC Financial Services
Oregon
$66.2K – – –
AW
1222
Avion Wealth
Texas
$63K – – –
ACA
1223
American Capital Advisory
Idaho
$60.3K +$177 +8 +0.3%
FFO
1224
Fortitude Family Office
Arizona
$60.3K – – –
CAWM
1225
Capital A Wealth Management
Pennsylvania
$60.2K -$5.94K -269 -9%
47 48
49
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