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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 %
LWM
251
LongView Wealth Management
Georgia
$10.6M +$331K +13,527 +3%
EWP
252
Elevation Wealth Partners
California
$10.5M +$20.4K +833 +0.2%
RWP
253
Revolve Wealth Partners
New Jersey
$10.5M -$998K -40,815 -9%
AWE
254
Avidian Wealth Enterprises
Texas
$10.4M +$616K +25,207 +6%
LFG
255
Leverty Financial Group
Wisconsin
$10.4M -$82M -3,355,196 -89%
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$10.4M +$1.83M +74,883 +21%
FLFS
257
Family Legacy Financial Solutions
North Carolina
$10.2M +$10.2M +419,345 New
ADL
258
Asset Dedication LLC
California
$10.2M +$135K +5,519 +1%
NCM
259
Northwest Capital Management
Oregon
$10M -$6.39M -261,309 -39%
GFP
260
Guardian Financial Partners
California
$9.91M +$1.1M +45,162 +13%
RWRC
261
R.W. Roge & Company
New York
$9.91M -$258K -10,562 -3%
SAI
262
Savvy Advisors Inc
New York
$9.9M +$260K +10,627 +3%
NP
263
NorthRock Partners
Minnesota
$9.84M +$59.5K +2,433 +0.6%
MA
264
MBA Advisors
Pennsylvania
$9.77M +$361K +14,754 +4%
AI
265
Atria Investments
North Carolina
$9.76M +$556K +22,741 +6%
Natixis Advisors
266
Natixis Advisors
Massachusetts
$9.61M +$6.86M +280,636 +250%
GWM
267
Geneos Wealth Management
Colorado
$9.59M -$11.4M -468,338 -54%
ASN
268
Advisory Services Network
Georgia
$9.57M +$4.87M +194,340 +103%
KF
269
K2 Financial
California
$9.55M +$161K +6,520 +2%
ELM
270
Elite Life Management
Florida
$9.45M +$1.2M +49,263 +15%
RFA
271
RTD Financial Advisors
Pennsylvania
$9.45M -$467K -19,092 -5%
AC
272
Attessa Capital
Arizona
$9.44M +$1.1M +44,934 +13%
MML Investors Services
273
MML Investors Services
Massachusetts
$9.43M -$43.3K -1,771 -0.5%
VT
274
Vise Technologies
New York
$9.36M +$9.36M +382,862 New
BAMG
275
Brand Asset Management Group
Missouri
$9.34M +$975K +39,897 +12%
9 10
11
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