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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 %
EGM
1351
Engineers Gate Manager
New York
– -$553K -23,843 Closed
1IA
1352
1834 Investment Advisors
Wisconsin
– -$505K -21,792 Closed
OC
1353
Optima Capital
Oregon
– -$478K -20,610 Closed
TRCT
1354
Tower Research Capital (TRC)
New York
– -$411K -17,729 Closed
SAS
1355
SMI Advisory Services
Indiana
– -$399K -17,293 Closed
GSC
1356
Ground Swell Capital
South Carolina
– -$389K -16,766 Closed
LWL
1357
Leo Wealth LLC
Texas
– -$372K -16,053 Closed
LWM
1358
Liberty Wealth Management
California
– -$396K -15,873 Closed
TIM
1359
Total Investment Management
Arizona
– -$313K -13,510 Closed
4WM
1360
49 Wealth Management
Texas
– -$305K -13,163 Closed
EPM
1361
Elm Partners Management
Pennsylvania
– -$289K -12,482 Closed
CPC
1362
Cookson Peirce & Co
Pennsylvania
– -$273K -11,763 Closed
UAS
1363
United Asset Strategies
New York
– -$269K -11,592 Closed
PFS
1364
Prospera Financial Services
Texas
– -$263K -11,334 Closed
NAMNJ
1365
NorthStar Asset Management (New Jersey)
New Jersey
– -$258K -11,144 Closed
ACP
1366
Aveo Capital Partners
Colorado
– -$258K -11,130 Closed
CWM
1367
Chronos Wealth Management
Florida
– -$256K -11,030 Closed
AWM
1368
Aegis Wealth Management
Maryland
– -$255K -11,016 Closed
CCP
1369
Clarity Capital Partners
California
– -$254K -10,974 Closed
AWA
1370
Authentikos Wealth Advisory
California
– -$252K -10,862 Closed
MSR
1371
Main Street Research
Connecticut
– -$248K -10,689 Closed
SGK
1372
Steigerwald Gordon & Koch
Virginia
– -$240K -10,332 Closed
AIFS
1373
A&I Financial Services
Colorado
– -$230K -9,924 Closed
CRI
1374
Colonial River Investments
Virginia
– -$229K -9,884 Closed
SW
1375
SVB Wealth
Massachusetts
– -$226K -9,734 Closed
53 54
55
56 57