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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.

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 Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$4.8B 217,201,393 +10,782,297 +5%
Creative Planning
2
Creative Planning
Kansas
$1.83B 82,661,328 +193,933 +0.2%
SEI Investments
3
SEI Investments
Pennsylvania
$768M 34,774,784 -389,646 -1%
HSA
4
HBK Sorce Advisory
Pennsylvania
$729M 33,030,817 +890,971 +3%
MGIA
5
Moneta Group Investment Advisors
Missouri
$690M 31,236,922 +4,997,442 +19%
SFG
6
Sage Financial Group
Pennsylvania
$560M 25,345,106 +479,820 +2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$540M 24,479,012 +3,701,133 +18%
UBS Group
8
UBS Group
Switzerland
$415M 18,776,565 +2,020,190 +12%
Cerity Partners
9
Cerity Partners
New York
$413M 18,682,304 +221,544 +1%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$393M 17,815,938 +15,552,320 +687%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$367M 16,624,072 -849,412 -5%
PCIA
12
Prime Capital Investment Advisors
Kansas
$352M 15,935,064 +4,798,612 +43%
DE
13
Diversified Enterprises
Delaware
$340M 15,387,690 +511,948 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$309M 14,010,112 +2,973,990 +27%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$292M 13,226,354 -1,464,521 -10%
Betterment LLC
16
Betterment LLC
New York
$292M 13,225,086 +7,201,786 +120%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$259M 11,714,878 -182,435 -2%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$241M 10,984,731 +60,381 +0.6%
Mariner
19
Mariner
Kansas
$218M 9,874,440 -293,644 -3%
KOC
20
Koss-Olinger Consulting
Florida
$218M 9,874,084 +40,526 +0.4%
ML
21
McAdam LLC
Pennsylvania
$203M 9,181,848 -1,157,756 -11%
JFG
22
JMG Financial Group
Illinois
$180M 8,142,312 -156,114 -2%
FEG
23
Fund Evaluation Group
Ohio
$176M 7,955,519 +3,755,090 +89%
Bank of America
24
Bank of America
North Carolina
$161M 7,284,275 +786,696 +12%
AssetMark Inc
25
AssetMark Inc
California
$154M 6,976,333 -2,232,295 -24%
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