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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,369 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, 494 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+35
Holders Change %
+2.62%
% of All Funds
18.36%
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
494
Closed
65
Calls
$1.67M
Puts
–
Net Calls
+$1.67M
Net Calls Change
+$603K

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$190M
2
Betterment LLC
Betterment LLC
New York
+$135M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$81.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$72.9M
5
EWA
EP Wealth Advisors
California
+$69.7M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$429M
2
US Bancorp
US Bancorp
Minnesota
-$264M
3
SF
Symphony Financial
Texas
-$170M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$118M
5
LFG
Leverty Financial Group
Wisconsin
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
301
Castle Wealth Management
Florida
$7.64M -$450K -18,394 -6%
GI
302
Gradient Investments
Minnesota
$7.61M +$7.01M +286,763 +1,172%
CWM
303
Circle Wealth Management
New Jersey
$7.58M – – –
SP
304
SWS Partners
Ohio
$7.54M +$95.7K +3,915 +1%
NRI
305
NFP Retirement Inc
California
$7.28M -$99.3K -4,061 -1%
DSA
306
Droms Strauss Advisors
Missouri
$7.17M +$967K +39,583 +16%
TRCT
307
Tower Research Capital (TRC)
New York
$7.13M +$7.13M +291,669 New
HG
308
Harbor Group
New Hampshire
$7.11M -$38.4K -1,571 -0.5%
MHR
309
Matthew Hamilton Rosenberg
$7.1M -$228K -9,327 -3%
ACM
310
Arcataur Capital Management
Wisconsin
$7.03M -$62K -2,535 -0.9%
CPRC
311
Consolidated Portfolio Review Corp
New York
$7M +$147K +6,016 +2%
FSWA
312
Financial Synergies Wealth Advisors
Texas
$6.99M +$161K +6,569 +2%
GGI
313
GPM Growth Investors
Michigan
$6.98M +$124K +5,073 +2%
MW
314
MBL Wealth
North Carolina
$6.98M – – –
UAG
315
United Advisor Group
Ohio
$6.96M +$1.7M +69,733 +32%
GCA
316
Gradient Capital Advisors
California
$6.9M +$142K +5,820 +2%
BCWM
317
Bartlett & Co Wealth Management
Ohio
$6.82M -$770K -31,502 -10%
MAS
318
Madden Advisory Services
Florida
$6.8M -$15K -612 -0.2%
AWM
319
Apollon Wealth Management
South Carolina
$6.75M -$1.47M -60,128 -18%
BAM
320
Berkshire Asset Management
Pennsylvania
$6.73M +$137K +5,626 +2%
BCM
321
Barden Capital Management
Texas
$6.7M -$172K -7,033 -3%
FFG
322
Floyd Financial Group
Missouri
$6.7M -$2.91M -117,623 -30%
SWA
323
SFMG Wealth Advisors
Texas
$6.69M -$994K -40,680 -13%
CFMC
324
Curbstone Financial Management Corp
New Hampshire
$6.66M -$77.5K -3,170 -1%
RTL
325
Red Tortoise LLC
Georgia
$6.64M -$1.59M -64,924 -19%
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