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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 %
AAS
201
Asset Allocation Strategies
Michigan
$14.8M +$1.21M +54,766 +9%
WCM
202
Winthrop Capital Management
Indiana
$14.7M -$249K -11,279 -2%
Northern Trust
203
Northern Trust
Illinois
$14.4M +$930K +42,099 +7%
FFN
204
Focus Financial Network
Minnesota
$14.2M -$269K -12,176 -2%
IRC
205
Investors Research Corp
Georgia
$14.1M +$982K +44,494 +7%
TLP
206
Trinity Legacy Partners
Texas
$14M +$234K +10,065 +2%
LCM
207
Leisure Capital Management
California
$13.9M +$310K +14,061 +2%
MBI
208
May Barnhard Investments
Maryland
$13.7M +$19.1K +865 +0.1%
MA
209
MCF Advisors
Kentucky
$13.6M -$385K -17,430 -3%
FF
210
Farnam Financial
Arizona
$13.5M +$222K +10,043 +2%
AT
211
Arlington Trust
Alabama
$13.4M +$35.8K +1,620 +0.3%
LFS
212
Lutz Financial Services
Nebraska
$13M +$389K +17,629 +3%
WMWM
213
Wilkins Miller Wealth Management
Alabama
$12.6M +$109K +4,921 +0.9%
IA
214
IFP Advisors
Florida
$12.5M -$93.2K -4,223 -0.7%
USWIA
215
UP Strategic Wealth Investment Advisors
Pennsylvania
$12.5M +$3.52M +159,269 +39%
SPC
216
Sigma Planning Corp
Michigan
$12M -$645K -29,208 -5%
AIA
217
Arcadia Investment Advisors
Idaho
$12M -$506K -22,901 -4%
MWM
218
MinichMacGregor Wealth Management
New York
$12M +$5.88M +266,142 +97%
VCM
219
Vivaldi Capital Management
Illinois
$11.9M -$81.6K -3,694 -0.7%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$11.9M +$3.86M +174,861 +48%
KW
221
Keyvantage Wealth
Pennsylvania
$11.7M -$2.03M -92,071 -15%
BW
222
Balance Wealth
Ohio
$11.6M +$11.6M +527,230 New
LA
223
Lane & Associates
New Jersey
$11.5M +$11.5M +521,086 New
EF
224
Envision Financial
Wisconsin
$11.4M -$234K -10,615 -2%
CIA
225
Concurrent Investment Advisors
Florida
$11.4M +$3.13M +141,554 +38%
7 8
9
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