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

Top Sellers

1
CW
Curio Wealth
Maryland
$847K
2
EF
Empowered Funds
Pennsylvania
$0
3
AT
American Trust
Kentucky
$0
4
AssetMark Inc
AssetMark Inc
California
$154M
5
AWM
Apollon Wealth Management
South Carolina
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTFG
1326
Wood Tarver Financial Group
Idaho
$1.19K – – –
RBC
1327
Roble Belko & Company
Pennsylvania
$1K +$1K +25 New
TH
1328
TCTC Holdings
Texas
$861 – – –
JHCP
1329
Jackson Hole Capital Partners
Oklahoma
$534 – – –
SN
1330
Sittner & Nelson
Oregon
$530 – – –
VDBMI
1331
Van Den Berg Management I
Texas
$486 +$486 +22 New
LWMI
1332
Legacy Wealth Management (Idaho)
Idaho
$464 +$464 +21 New
RPA
1333
Redwood Park Advisors
California
$223 – – –
FF
1334
Friedenthal Financial
New Jersey
$89 +$89 +4 New
EF
1335
Empowered Funds
Pennsylvania
– -$67.1M -2,894,843 Closed
AT
1336
American Trust
Kentucky
– -$56M -2,414,240 Closed
AFA
1337
AA Financial Advisors
Ohio
– -$9.45M -407,772 Closed
WAG
1338
Windsor Advisory Group
Ohio
– -$5.75M -248,034 Closed
Susquehanna International Group
1339
Susquehanna International Group
Pennsylvania
– -$5.14M -221,790 Closed
Calamos Advisors
1340
Calamos Advisors
Illinois
– -$2.08M -89,793 Closed
WP
1341
WMS Partners
Maryland
– -$1.73M -74,766 Closed
OMC
1342
Old Mission Capital
Illinois
– -$1.55M -66,893 Closed
Renaissance Technologies
1343
Renaissance Technologies
New York
– -$1.03M -44,500 Closed
LA
1344
Lindenwold Advisors
Pennsylvania
– -$1.03M -44,266 Closed
Jane Street
1345
Jane Street
New York
– -$1.02M -44,071 Closed
Thrivent Financial for Lutherans
1346
Thrivent Financial for Lutherans
Minnesota
– -$903K -38,945 Closed
CC
1347
Courier Capital
New York
– -$900K -38,841 Closed
AR
1348
Apeiron RIA
Texas
– -$746K -32,170 Closed
APW
1349
Austin Private Wealth
Texas
– -$734K -31,685 Closed
SAM
1350
Silvercrest Asset Management
New York
– -$727K -31,365 Closed
52 53
54
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