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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,334 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, 501 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
18.12%
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
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 %
AA
1301
Atmos Advisory
Pennsylvania
$6.51K -$1.57K -71 -19%
AIP
1302
Ameritas Investment Partners
Nebraska
$6.14K +$6.14K +278 New
HIA
1303
HFM Investment Advisors
New Jersey
$6.05K +$6.05K +274 New
DRP
1304
Decker Retirement Planning
Utah
$6.02K +$4.06K +184 +207%
PPA
1305
Painted Porch Advisors
California
$5.56K – – –
KWM
1306
Kiker Wealth Management
Georgia
$5.37K +$5.37K +243 New
MIM
1307
MTM Investment Management
South Carolina
$5.32K +$5.32K +240 New
TF
1308
Tompkins Financial
New York
$5.23K – – –
HDIM
1309
Hanson & Doremus Investment Management
Vermont
$5K – – –
HWM
1310
Hemington Wealth Management
Virginia
$5K – – –
CI
1311
CX Institutional
Indiana
$5K +$5K +228 New
GWS
1312
Greykasell Wealth Strategies
California
$4.97K +$4.97K +225 New
T
1313
Tidemark
California
$4.9K – – –
CVM
1314
Cheviot Value Management
California
$4.24K +$4.24K +191 New
GFPC
1315
Global Financial Private Client
Florida
$4.24K – – –
GK
1316
Graney & King
New York
$3.51K +$22 +1 +0.6%
FFA
1317
Founders Financial Alliance
North Carolina
$3.18K – – –
KFP
1318
Keener Financial Planning
Texas
$3K – – –
PCG
1319
PFC Capital Group
California
$3K +$3K +149 New
TVWM
1320
Tower View Wealth Management
Wisconsin
$2.92K +$2.92K +132 New
HI
1321
Hoey Investments
Pennsylvania
$2.85K +$1.9K +86 +200%
BLC
1322
Brown, Lisle/Cummings
Rhode Island
$2.58K – – –
BNP Paribas Financial Markets
1323
BNP Paribas Financial Markets
France
$1.9K +$1.9K +86 New
DFC
1324
DB Fitzpatrick & Co
Idaho
$1.9K +$1.9K +86 New
RWPA
1325
Richard W. Paul & Associates
Michigan
$1.6K +$820 +37 +106%
51 52
53
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