SCHX icon

Schwab US Large- Cap ETF

1,380 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 132 funds opening new positions, 542 increasing their positions, 498 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.67M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$10.6M
FC
252
Forte Capital
New York
$10.6M
LWM
253
LongView Wealth Management
Georgia
$10.6M
EWP
254
Elevation Wealth Partners
California
$10.5M
RWP
255
Revolve Wealth Partners
New Jersey
$10.5M
AWE
256
Avidian Wealth Enterprises
Texas
$10.4M
LFG
257
Leverty Financial Group
Wisconsin
$10.4M
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$10.4M
FLFS
259
Family Legacy Financial Solutions
North Carolina
$10.2M
ADL
260
Asset Dedication LLC
California
$10.2M
NCM
261
Northwest Capital Management
Oregon
$10M
GFP
262
Guardian Financial Partners
California
$9.91M
RWRC
263
R.W. Roge & Company
New York
$9.9M
SAI
264
Savvy Advisors Inc
New York
$9.9M
NP
265
NorthRock Partners
Minnesota
$9.84M
MA
266
MBA Advisors
Pennsylvania
$9.77M
AI
267
Atria Investments
North Carolina
$9.76M
Natixis Advisors
268
Natixis Advisors
Massachusetts
$9.61M
GWM
269
Geneos Wealth Management
Colorado
$9.59M
ASN
270
Advisory Services Network
Georgia
$9.57M
KF
271
K2 Financial
California
$9.55M
ELM
272
Elite Life Management
Florida
$9.45M
RFA
273
RTD Financial Advisors
Pennsylvania
$9.45M
AC
274
Attessa Capital
Arizona
$9.44M
MML Investors Services
275
MML Investors Services
Massachusetts
$9.43M