SCHX icon

Schwab US Large- Cap ETF

1,381 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
1,381
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
TPA
301
Trivium Point Advisory
Connecticut
$7.69M
NIM
302
Nicollet Investment Management
Minnesota
$7.64M
CWM
303
Castle Wealth Management
Florida
$7.64M
GI
304
Gradient Investments
Minnesota
$7.61M
CWM
305
Circle Wealth Management
New Jersey
$7.58M
SP
306
SWS Partners
Ohio
$7.54M
NRI
307
NFP Retirement Inc
California
$7.28M
DSA
308
Droms Strauss Advisors
Missouri
$7.17M
TRCT
309
Tower Research Capital (TRC)
New York
$7.13M
HG
310
Harbor Group
New Hampshire
$7.11M
MHR
311
Matthew Hamilton Rosenberg
$7.1M
ACM
312
Arcataur Capital Management
Wisconsin
$7.03M
CPRC
313
Consolidated Portfolio Review Corp
New York
$7M
FSWA
314
Financial Synergies Wealth Advisors
Texas
$6.99M
GGI
315
GPM Growth Investors
Michigan
$6.98M
MW
316
MBL Wealth
North Carolina
$6.98M
UAG
317
United Advisor Group
Ohio
$6.96M
GCA
318
Gradient Capital Advisors
California
$6.9M
BCWM
319
Bartlett & Co Wealth Management
Ohio
$6.82M
MAS
320
Madden Advisory Services
Florida
$6.8M
AWM
321
Apollon Wealth Management
South Carolina
$6.75M
BAM
322
Berkshire Asset Management
Pennsylvania
$6.73M
BCM
323
Barden Capital Management
Texas
$6.7M
FFG
324
Floyd Financial Group
Missouri
$6.7M
SWA
325
SFMG Wealth Advisors
Texas
$6.69M