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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
1
CAPTRUST Financial Advisors
North Carolina
$393M
2
US Bancorp
2
US Bancorp
Minnesota
$4.8B
3
Betterment LLC
3
Betterment LLC
New York
$292M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$690M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$352M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$847K
2
EF
2
Empowered Funds
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
AssetMark Inc
4
AssetMark Inc
California
$154M
5
AWM
5
Apollon Wealth Management
South Carolina
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
151
St Louis Trust
Missouri
$23.3M -$322K -14,575 -1%
Goldman Sachs
152
Goldman Sachs
New York
$23.2M -$7.29M -329,961 -24%
TCM
153
Tradewinds Capital Management
Washington
$23.1M -$10.8M -489,635 -32%
SFC
154
Sprinkle Financial Consultants
Colorado
$22.8M -$1.02M -46,024 -4%
SJIM
155
St. Johns Investment Management
Florida
$22.8M -$473K -21,422 -2%
AF
156
Allworth Financial
California
$22.5M -$378K -17,487 -2%
CFG
157
Carr Financial Group
Massachusetts
$22.2M +$870K +39,410 +4%
BIA
158
Bell Investment Advisors
California
$22.1M +$437K +19,800 +2%
EL
159
Essex LLC
Illinois
$21.4M +$1.32M +59,914 +7%
FIA
160
Foundations Investment Advisors
Arizona
$21.4M +$3.5M +158,464 +20%
FIA
161
FPC Investment Advisory
California
$21.3M +$7.64M +343,346 +56%
SVWAG
162
Sound View Wealth Advisors Group
Georgia
$21.1M -$440K -19,918 -2%
BCI
163
Brinker Capital Investments
Pennsylvania
$21M -$426K -19,292 -2%
OPS
164
Orion Portfolio Solutions
Nebraska
$21M -$426K -19,292 -2%
SIC
165
Salem Investment Counselors
North Carolina
$20.4M +$291K +13,187 +1%
VFIC
166
Valley Forge Investment Consultants
Pennsylvania
$20M -$1.99M -90,142 -9%
SFMG
167
Sage Financial Management Group
Virginia
$19.9M -$42.5K -1,924 -0.2%
CAG
168
Csenge Advisory Group
Florida
$19.7M +$3.7M +177,969 +23%
SWM
169
SigFig Wealth Management
California
$19.5M +$3.78M +175,972 +24%
CCA
170
Clearwater Capital Advisors
Illinois
$19.4M +$755K +34,203 +4%
KHC
171
Koesten Hirschmann & Crabtree
Kansas
$19.4M +$650K +29,436 +3%
WA
172
WBH Advisory
Maryland
$19.3M -$59K -2,672 -0.3%
LBC
173
Lowe Brockenbrough & Co
Virginia
$19.2M -$3.31M -150,017 -15%
GWM
174
Geneos Wealth Management
Colorado
$19M +$16.5M +745,567 +648%
AA
175
Ancora Advisors
Ohio
$18.8M -$70.8K -3,208 -0.4%
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