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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 %
MPWT
1226
MassMutual Private Wealth & Trust
Connecticut
$60.1K -$67.1K -3,041 -53%
CNBTD
1227
Citizens National Bank Trust Department
Mississippi
$59.4K – – –
FGAM
1228
Financial Gravity Asset Management
Texas
$58.8K +$58.8K +2,665 New
SO
1229
Sierra Ocean
California
$58.1K – – –
HPC
1230
HM Payson & Co
Maine
$58K – – –
TFM
1231
TFC Financial Management
Massachusetts
$54.9K +$110 +5 +0.2%
SIS
1232
Strategic Investment Solutions
Illinois
$54.2K -$11.5K -522 -18%
ME
1233
McIlrath & Eck
Washington
$54.1K – – –
DCM
1234
Davis Capital Management
Florida
$53.9K – – –
BL
1235
Balentine LLC
Georgia
$51.9K – – –
WOC
1236
West Oak Capital
California
$49.8K -$560 -2,535 -1%
BF
1237
BOK Financial
Oklahoma
$48K +$9.01K +408 +23%
GKIM
1238
GW&K Investment Management
Massachusetts
$47K – – –
FP
1239
Financial Perspectives
Minnesota
$46.9K – – –
TCM
1240
TruNorth Capital Management
Michigan
$46.6K – – –
PWMG
1241
Prestige Wealth Management Group
New Jersey
$46.4K -$18.5K -840 -29%
TFGT
1242
TS Financial Group (TSFG)
Illinois
$45K – – –
AWM
1243
Accredited Wealth Management
Kentucky
$44.8K – – –
VWA
1244
Valued Wealth Advisors
Utah
$43.3K +$43.3K +1,962 New
CSB
1245
City State Bank
Iowa
$41.5K – – –
SWIM
1246
Smallwood Wealth Investment Management
New Jersey
$41K +$41K +1,859 New
GWM
1247
Guardian Wealth Management
Illinois
$40.3K +$44 +2 +0.1%
OA
1248
Operose Advisors
Wisconsin
$38.3K – – –
HWM
1249
HighMark Wealth Management
Minnesota
$38.1K +$110 +5 +0.3%
PA
1250
PSI Advisors
Florida
$38K – – –
48 49
50
51 52