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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 %
CPL
276
CAP Partners LLC
Tennessee
$9.25M +$1.46M +59,803 +19%
PA
277
Planning Alternatives
Michigan
$9.24M -$220K -9,014 -2%
GEM
278
Global Endowment Management
North Carolina
$9.13M +$9.13M +373,488 New
GSAM
279
Grant Street Asset Management
Pennsylvania
$9.01M +$122K +5,012 +1%
PAG
280
Private Advisor Group
New Jersey
$8.98M -$1.33M -54,514 -13%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$8.96M -$236K -9,649 -3%
PIMG
282
Patriot Investment Management Group
Tennessee
$8.95M -$30.6K -1,252 -0.3%
RG
283
Raine Group
New York
$8.88M +$16.5K +676 +0.2%
CWA
284
Consilium Wealth Advisory
Texas
$8.8M +$350K +14,322 +4%
LPT
285
Legacy Private Trust
Wisconsin
$8.77M +$1.63M +66,592 +23%
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$8.74M +$8.74M +357,446 New
CFA
287
Cahill Financial Advisors
Minnesota
$8.53M -$436K -17,855 -5%
SCP
288
Stevens Capital Partners
Nebraska
$8.5M +$3.86M +154,108 +83%
LF
289
Lee Financial
Texas
$8.47M +$60K +2,455 +0.7%
CA
290
CoreCap Advisors
Michigan
$8.38M +$887K +36,273 +12%
EW
291
Element Wealth
Mississippi
$8.3M -$179K -7,342 -2%
BIP
292
Blueprint Investment Partners
North Carolina
$8.22M +$2.59M +105,883 +46%
WCFA
293
Walkner Condon Financial Advisors
Wisconsin
$8.21M +$557K +22,828 +7%
SC
294
SouthState Corp
Florida
$8.18M -$1.78M -72,775 -18%
OPWM
295
Oakwell Private Wealth Management
Texas
$8.02M -$21.4K -876 -0.3%
AIM
296
AMI Investment Management
Indiana
$7.83M -$292K -11,939 -4%
AC
297
AlphaCore Capital
California
$7.8M +$3.21M +131,228 +70%
TCM
298
Tradewinds Capital Management
Washington
$7.74M -$17.9M -731,436 -70%
TPA
299
Trivium Point Advisory
Connecticut
$7.69M +$18.9K +775 +0.2%
NIM
300
Nicollet Investment Management
Minnesota
$7.64M -$63.9K -2,613 -0.8%
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