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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,362 hedge funds and large institutions have $26.6B invested in Schwab US Large- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 540 increasing their positions, 490 reducing their positions, and 65 closing their positions.

Holders
1,362
Holders Change
+29
Holders Change %
+2.18%
% of All Funds
18.29%
Holding in Top 10
190
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.56%
% of All Funds
2.55%
New
128
Increased
540
Reduced
490
Closed
65
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$663K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$306M
2
Betterment LLC
2
Betterment LLC
New York
$458M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$680M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$485M
5
EWA
5
EP Wealth Advisors
California
$76.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$29.9M
2
US Bancorp
2
US Bancorp
Minnesota
$5.04B
3
SF
3
Symphony Financial
Texas
$223K
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$271M
5
LFG
5
Leverty Financial Group
Wisconsin
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$5.04B 206,409,170 -10,792,223 -5%
Creative Planning
2
Creative Planning
Kansas
$1.99B 81,577,917 -1,083,411 -1%
SEI Investments
3
SEI Investments
Pennsylvania
$879M 35,969,139 +1,194,355 +3%
HSA
4
HBK Sorce Advisory
Pennsylvania
$819M 33,526,267 +495,450 +1%
MGIA
5
Moneta Group Investment Advisors
Missouri
$806M 32,970,303 +1,733,381 +6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$680M 27,821,337 +3,342,325 +14%
SFG
7
Sage Financial Group
Pennsylvania
$606M 24,810,353 -534,753 -2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$485M 19,566,506 +2,942,434 +18%
Betterment LLC
9
Betterment LLC
New York
$458M 18,749,171 +5,524,085 +42%
Cerity Partners
10
Cerity Partners
New York
$458M 18,731,019 +48,715 +0.3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$445M 18,210,850 +394,912 +2%
DE
12
Diversified Enterprises
Delaware
$397M 16,260,904 +873,214 +6%
HighTower Advisors
13
HighTower Advisors
Illinois
$349M 14,286,701 +276,589 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$327M 13,363,128 +136,774 +1%
Corient Private Wealth
15
Corient Private Wealth
Florida
$306M 12,518,206 +7,775,179 +164%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$280M 11,439,747 -275,131 -2%
PCIA
17
Prime Capital Investment Advisors
Kansas
$271M 11,090,995 -4,844,069 -30%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$264M 10,819,876 -164,855 -2%
Mariner
19
Mariner
Kansas
$235M 9,628,895 -245,545 -2%
KOC
20
Koss-Olinger Consulting
Florida
$232M 9,481,593 -392,491 -4%
ML
21
McAdam LLC
Pennsylvania
$227M 9,304,081 +122,233 +1%
JFG
22
JMG Financial Group
Illinois
$222M 9,081,052 +938,740 +12%
Bank of America
23
Bank of America
North Carolina
$189M 7,724,173 +439,898 +6%
FEG
24
Fund Evaluation Group
Ohio
$179M 7,343,379 -612,140 -8%
AssetMark Inc
25
AssetMark Inc
California
$173M 7,070,345 +94,012 +1%
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