SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,333 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, 528 increasing their positions, 500 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,333
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
18.11%
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
528
Reduced
500
Closed
81
Calls
$1.18M
Puts
$117K
Net Calls
+$1.07M
Net Calls Change
-$489K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$393M
2
US Bancorp
2
US Bancorp
Minnesota
$4.8B
3
Betterment LLC
3
Betterment LLC
New York
$292M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$690M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$352M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$847K
2
EF
2
Empowered Funds
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
AssetMark Inc
4
AssetMark Inc
California
$154M
5
AWM
5
Apollon Wealth Management
South Carolina
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
101
Chicago Partners Investment Group
Illinois
$32.5M +$1.8M +80,994 +6%
SFP
102
Sherwood Financial Partners
California
$32.2M +$460K +20,837 +1%
BWA
103
Burt Wealth Advisors
Maryland
$32.1M +$432K +19,544 +1%
KCPG
104
Kavar Capital Partners Group
Kansas
$31.7M +$1.79M +80,979 +6%
ATPW
105
Ashton Thomas Private Wealth
Arizona
$31.6M -$282K -12,787 -0.9%
MTC
106
Matrix Trust Company
Colorado
$31.6M -$95.1K -4,305 -0.3%
PPH
107
Pure Portfolios Holdings
Oregon
$31.3M +$180K +8,141 +0.6%
MFGP
108
Marshall Financial Group (Pennsylvania)
Pennsylvania
$30.7M +$2.83M +128,057 +10%
BAM
109
Belpointe Asset Management
Nevada
$30.6M +$30.3M +1,371,177 +10,084%
MFC
110
Morris Financial Concepts
South Carolina
$30.4M +$223K +10,098 +0.7%
CWM
111
Congress Wealth Management
Massachusetts
$30.1M -$21.3K -962 -0.1%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$30M +$8.01M +364,359 +36%
CWG
113
Cornerstone Wealth Group
North Carolina
$30M -$509K -23,073 -2%
FCA
114
Fortis Capital Advisors
Kansas
$29.7M +$29.7M +1,345,303 New
FI
115
FIDELIS iM
Oregon
$29.6M +$995K +45,064 +3%
BWM
116
Bernard Wealth Management
Michigan
$29.5M +$1.01M +45,759 +4%
VAS
117
Valicenti Advisory Services
New York
$29.2M -$281K -12,736 -1%
BA
118
Ballast Advisors
Minnesota
$29.2M +$51.6K +2,339 +0.2%
AIM
119
Athena Investment Management
California
$29.2M -$1.14M -51,415 -4%
MCM
120
MAI Capital Management
Ohio
$28.9M -$104K -4,709 -0.4%
GG
121
Gleason Group
Kentucky
$28.8M -$2.29M -103,573 -7%
QCM
122
Quantinno Capital Management
New York
$28.5M +$16.2M +734,238 +131%
RDWM
123
Red Door Wealth Management
Tennessee
$28.3M +$382K +17,294 +1%
MI
124
Moneywise Inc
Virginia
$28.1M -$1.04M -47,182 -4%
FVWA
125
Foster Victor Wealth Advisors
South Carolina
$27.9M -$656K -31,134 -2%
3 4
5
6 7