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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,368 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 129 funds opening new positions, 540 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,368
Holders Change
+35
Holders Change %
+2.63%
% of All Funds
18.35%
Holding in Top 10
190
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.56%
% of All Funds
2.55%
New
129
Increased
540
Reduced
493
Closed
65
Calls
$1.67M
Puts
–
Net Calls
+$1.67M
Net Calls Change
+$603K

Top Buyers

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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$29.9M
2
US Bancorp
US Bancorp
Minnesota
$5.04B
3
SF
Symphony Financial
Texas
$223K
4
PCIA
Prime Capital Investment Advisors
Kansas
$271M
5
LFG
Leverty Financial Group
Wisconsin
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
226
F.L. Putnam Investment Management
Massachusetts
$12.6M +$2.67M +109,127 +27%
KW
227
Keyvantage Wealth
Pennsylvania
$12.5M -$503K -20,591 -4%
SFPM
228
Sensible Financial Planning & Management
Massachusetts
$12.4M +$8.19K +335 +0.1%
GC
229
Grimes & Company
Massachusetts
$12.4M +$1.94M +79,381 +19%
CCA
230
Cobblestone Capital Advisors
New York
$12.4M -$177K -7,241 -1%
EA
231
Enclave Advisors
Texas
$12.3M -$296K -12,129 -2%
ACG
232
Allen Capital Group
Nebraska
$12.2M -$2.84K -116 -0%
CFO
233
CVA Family Office
Colorado
$12.1M +$773K +31,621 +7%
WA
234
Waverly Advisors
Alabama
$12M +$4.57K +187 +0%
NSAM
235
North Star Asset Management
Wisconsin
$11.9M -$239K -9,775 -2%
SF
236
Summit Financial
New Jersey
$11.6M +$1.31M +53,804 +13%
EH
237
Equitable Holdings
New York
$11.6M +$1.05M +42,842 +10%
GCM
238
G2 Capital Management
Ohio
$11.5M -$31.6K -1,294 -0.3%
MFG
239
Merit Financial Group
Georgia
$11.4M +$814K +33,310 +8%
SCM
240
SCS Capital Management
Massachusetts
$11.4M +$1.56K +64 +0%
NA
241
NewEdge Advisors
Louisiana
$11.3M -$213K -8,723 -2%
CIA
242
Concurrent Investment Advisors
Florida
$11.2M -$1.42M -57,951 -11%
FFA
243
Farther Finance Advisors
California
$11.2M -$1.2M -48,905 -10%
AMM
244
American Money Management
California
$11.1M +$57.9K +2,368 +0.5%
MFA
245
Morling Financial Advisors
California
$11M -$499K -20,415 -4%
CHA
246
Cooper/Haims Advisors
New York
$11M +$138K +5,665 +1%
FF
247
Farrell Financial
New York
$10.8M -$40.2K -1,644 -0.4%
SFWC
248
Strategic Family Wealth Counselors
New Jersey
$10.6M +$31K +1,268 +0.3%
IWM
249
IHT Wealth Management
Illinois
$10.6M +$9.37M +383,509 +748%
FC
250
Forte Capital
New York
$10.6M -$43.4K -1,774 -0.4%
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