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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 %
MWM
1251
MorganRosel Wealth Management
Colorado
$36.5K +$36.5K +1,653 New
Q1WB
1252
Quest 10 Wealth Builders
Virginia
$36K +$32.3K +1,461 +864%
BGWM
1253
Bridge Generations Wealth Management
Florida
$35.1K +$24.8K +1,122 +239%
IHWM
1254
Iron Horse Wealth Management
Iowa
$33.7K – – –
GI
1255
GAMMA Investing
California
$32.7K – – –
PWMG
1256
Private Wealth Management Group
New Jersey
$31.4K – – –
WT
1257
Washington Trust
Rhode Island
$31.3K – – –
WPA
1258
West Paces Advisors
Georgia
$31K – – –
T
1259
Transce3nd
Texas
$30.9K -$1.66M -75,254 -98%
BA
1260
Bellwether Advisors
Nebraska
$30.6K +$88 +4 +0.3%
DAM
1261
Delta Asset Management
Tennessee
$29.8K – – –
IA
1262
IFS Advisors
Kansas
$28.9K +$88 +4 +0.3%
PGAM
1263
Princeton Global Asset Management
New Jersey
$28.8K +$88 +4 +0.3%
VCM
1264
Versant Capital Management
Arizona
$27.9K +$88 +4 +0.3%
OCM
1265
Orion Capital Management
California
$26.8K +$26.8K +1,214 New
PMIM
1266
Prudent Man Investment Management
Colorado
$26.1K – – –
HIA
1267
Harbor Investment Advisory
Maryland
$24.9K +$24.9K +1,127 New
AEPWM
1268
Atlantic Edge Private Wealth Management
Florida
$23.2K – – –
W
1269
WealthCollab
Washington
$22.9K – – –
CPG
1270
Cornerstone Planning Group
New Jersey
$22.6K +$5.84K +276 +35%
WIM
1271
Westside Investment Management
California
$22K +$3.78K +171 +21%
KFI
1272
Key Financial Inc
Pennsylvania
$21.9K +$9.98K +452 +84%
NRC
1273
New Republic Capital
North Carolina
$21.6K – – –
FDCDDQ
1274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9K +$19.9K +900 New
HPIA
1275
Hamilton Point Investment Advisors
North Carolina
$19.7K -$13K -589 -40%
49 50
51
52 53