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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 %
SW
1376
SVB Wealth
Massachusetts
– -$226K -9,734 Closed
CWP
1377
Corepath Wealth Partners
Arizona
– -$217K -9,375 Closed
WMA
1378
West Michigan Advisors
Michigan
– -$217K -9,360 Closed
HIF
1379
Hill Island Financial
Michigan
– -$215K -9,274 Closed
SIAP
1380
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$210K -9,047 Closed
PI
1381
PFG Investments
New York
– -$208K -8,964 Closed
CS
1382
Crescent Sterling
Louisiana
– -$207K -8,920 Closed
LDB
1383
Lee, Danner & Bass
Tennessee
– -$206K -8,893 Closed
BWL
1384
Beacon Wealthcare LLC
North Carolina
– -$206K -8,889 Closed
PFGIA
1385
Patriot Financial Group Insurance Agency
Massachusetts
– -$206K -8,878 Closed
AF
1386
Amara Financial
California
– -$205K -8,857 Closed
GWWM
1387
Great Waters Wealth Management
Minnesota
– -$204K -8,780 Closed
PCM
1388
Presidio Capital Management
California
– -$203K -8,772 Closed
SIA
1389
Strategic Investment Advisors
Michigan
– -$202K -8,724 Closed
MA
1390
MKT Advisors
California
– -$206K -8,691 Closed
CISOA
1391
Capital Investment Services of America
Wisconsin
– -$201K -8,670 Closed
AIP
1392
Alexis Investment Partners
Texas
– -$125K -5,406 Closed
BCWM
1393
Ball & Co Wealth Management
Tennessee
– -$72K -3,121 Closed
BDFN
1394
Bond & Devick Financial Network
Minnesota
– -$204K -3,006 Closed
CCP
1395
Clarkston Capital Partners
Michigan
– -$64.6K -2,787 Closed
CJ
1396
Caitlin John
Michigan
– -$63.5K -2,739 Closed
CA
1397
Centerpoint Advisors
Massachusetts
– -$57K -2,472 Closed
MFA
1398
McClarren Financial Advisors
Pennsylvania
– -$25K -1,103 Closed
CP
1399
Castleview Partners
Texas
– -$24.5K -1,058 Closed
CFGS
1400
Concourse Financial Group Securities
Alabama
– -$23.4K -972 Closed
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