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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 %
MIM
1276
Marshall Investment Management
Colorado
$19.6K +$13.1K +592 +200%
BFP
1277
Briaud Financial Planning
Texas
$19K – – –
RCA
1278
Runnymede Capital Advisors
Ohio
$18.8K – – –
PIS
1279
POM Investment Strategies
North Carolina
$17.9K – – –
NFSG
1280
Newbridge Financial Services Group
Florida
$17.2K -$16.7K -755 -49%
PA
1281
Pineridge Advisors
Missouri
$16.3K +$4.51K +204 +38%
DPW
1282
DiNuzzo Private Wealth
Pennsylvania
$15K – – –
PSFG
1283
Park Square Financial Group
Georgia
$14.8K +$12.1K +550 +462%
LRWM
1284
Lord & Richards Wealth Management
Colorado
$14.8K +$14.8K +669 New
AG
1285
AmeriFlex Group
Nevada
$14.6K – – –
RA
1286
Rise Advisors
New York
$14.4K -$16.7K -758 -54%
TWM
1287
Topsail Wealth Management
North Carolina
$13.9K – – –
AWM
1288
Angeles Wealth Management
California
$13.8K +$13.8K +627 New
HCM
1289
Horrell Capital Management
Arkansas
$13.4K – – –
AWM
1290
Aberdeen Wealth Management
Illinois
$13.2K – – –
HFS
1291
Hopwood Financial Services
Virginia
$11.2K – – –
HBW
1292
Hazlett, Burt & Watson
West Virginia
$11K -$2.16K -96 -16%
MM
1293
Main Management
California
$10K – – –
1IA
1294
1620 Investment Advisors
Massachusetts
$9.8K – – –
PFA
1295
Pillar Financial Advisors
Kentucky
$9.74K – – –
PP
1296
Pacifica Partners
Canada
$9.55K – – –
DF
1297
Dunhill Financial
United Kingdom
$9.21K +$1.92K +87 +26%
FWM
1298
FSA Wealth Management
Massachusetts
$8.91K +$22 +1 +0.2%
FHA
1299
First Horizon Advisors
Tennessee
$7.31K +$4K +181 +121%
QCG
1300
Quadrant Capital Group
Ohio
$7.15K – – –
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