SCHX icon

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 %
BA
126
Bristlecone Advisors
Washington
$27.8M -$296K -13,407 -1%
CKAIS
127
Christensen King & Associates Investment Services
Washington
$27.5M -$260K -11,376 -0.9%
DAS
128
Dynamic Advisor Solutions
Arizona
$27.5M +$27.5M +1,245,576 New
MSFS
129
Main Street Financial Solutions
Pennsylvania
$27.2M +$1.12M +50,520 +4%
MF
130
Manchester Financial
California
$27.2M -$211K -9,540 -0.8%
PAG
131
Powers Advisory Group
Illinois
$26.4M +$31.9K +1,445 +0.1%
GA
132
Gordian Advisors
Arizona
$26.2M -$32.4K -1,469 -0.1%
HWM
133
HRC Wealth Management
Idaho
$25.7M +$57.7K +2,615 +0.2%
ACA
134
Ascension Capital Advisors
Texas
$25.5M -$128K -5,811 -0.5%
DBRC
135
D.B. Root & Company
Pennsylvania
$25.5M +$765K +34,640 +3%
CFIA
136
Cantor Fitzgerald Investment Advisors
New York
$25.4M +$4.84M +218,983 +23%
FCM
137
Fortis Capital Management
Washington
$25.4M -$1.81M -81,829 -7%
Osaic Holdings
138
Osaic Holdings
Arizona
$25.4M +$6.01M +271,995 +31%
RA
139
Riversedge Advisors
Delaware
$25.3M -$15.1M -682,094 -37%
AIP
140
Almanack Investment Partners
Pennsylvania
$25.1M -$357K -16,185 -1%
DWM
141
Destination Wealth Management
California
$25M -$8.02M -363,428 -24%
AIM
142
Anchor Investment Management
South Carolina
$25M +$218K +9,890 +0.9%
SAM
143
Sawgrass Asset Management
Florida
$25M -$1.03M -46,761 -4%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$24.6M +$2.2M +99,680 +10%
GFM
145
GEN Financial Management
Minnesota
$24.6M -$82.4K -3,732 -0.3%
SFS
146
Searcy Financial Services
Kansas
$24M +$24M +1,088,857 New
PWM
147
Provident Wealth Management
Tennessee
$23.9M +$400K +18,101 +2%
MIA
148
Milestone Investment Advisors
Wisconsin
$23.9M -$861K -39,008 -3%
EFG
149
Ethos Financial Group
Pennsylvania
$23.8M +$127K +5,485 +0.5%
PWM
150
Perigon Wealth Management
California
$23.5M +$7.2M +325,949 +44%
4 5
6
7 8