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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 %
Truist Financial
176
Truist Financial
North Carolina
$18.7M -$978K -44,304 -5%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$18.6M -$927K -41,979 -5%
TFA
178
Transamerica Financial Advisors
Florida
$18.5M +$532K +24,102 +3%
BBPWM
179
Blue Bell Private Wealth Management
Pennsylvania
$18.5M +$16.5K +745 +0.1%
HCM
180
Hengehold Capital Management
Ohio
$18.4M -$404K -18,305 -2%
ACM
181
Alpha Capital Management
Texas
$18.1M +$689K +31,216 +4%
AQR Capital Management
182
AQR Capital Management
Connecticut
$18.1M +$1.94M +88,046 +12%
WCFP
183
White & Co Financial Planning
Washington
$17.9M -$707K -32,204 -4%
BDF
184
Black Diamond Financial
Maryland
$17.8M -$227K -10,298 -1%
PWM
185
Prosperity Wealth Management
California
$17.8M +$1.24M +56,260 +7%
CCM
186
Coldstream Capital Management
Washington
$17.2M -$17.4K -788 -0.1%
SFG
187
SNS Financial Group
Minnesota
$17M -$1.83M -83,037 -10%
JCM
188
Jacobi Capital Management
Pennsylvania
$17M -$432K -19,580 -2%
SSWM
189
Sheets Smith Wealth Management
North Carolina
$17M -$866K -39,227 -5%
AWM
190
Abound Wealth Management
Tennessee
$17M +$211K +9,556 +1%
GIA
191
Gladstone Institutional Advisory
Florida
$16.1M -$674K -30,534 -4%
FNC
192
First National Corp
Massachusetts
$16M +$140K +6,363 +0.9%
RCIM
193
Red Cedar Investment Management
Michigan
$16M -$4.81M -217,860 -23%
TIM
194
Tortoise Investment Management
New York
$16M +$1.82M +82,611 +13%
EWM
195
Empirical Wealth Management
Washington
$15.7M +$583K +26,405 +4%
LIM
196
Leavell Investment Management
Alabama
$15.6M +$61.2K +2,773 +0.4%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$15.4M -$2.89M -131,019 -16%
RWA
198
Redhawk Wealth Advisors
Minnesota
$14.9M +$567K +25,699 +4%
BWM
199
BCS Wealth Management
Tennessee
$14.8M -$1.64M -74,398 -10%
NCM
200
Northwest Capital Management
Oregon
$14.8M -$954K -43,229 -6%
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