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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 %
VI
326
VanderPol Investments
Michigan
$6.61M +$399K +16,336 +6%
ATWA
327
Arbor Trust Wealth Advisors
Michigan
$6.53M -$905K -37,012 -12%
TSWM
328
Triangle Securities Wealth Management
North Carolina
$6.45M +$4.86K +199 +0.1%
PFM
329
Phillips Financial Management
Indiana
$6.34M +$65.4K +2,677 +1%
LFGO
330
Legacy Financial Group (Oklahoma)
Oklahoma
$6.3M -$150K -6,149 -2%
LAM
331
L2 Asset Management
Massachusetts
$6.3M +$2.93M +119,924 +87%
PA
332
Parallel Advisors
California
$6.16M -$167K -6,813 -3%
KFC
333
Klingenstein Fields & Co
New York
$6.12M -$139K -5,669 -2%
WIM
334
WealthPlan Investment Management
Nebraska
$6.11M +$4.69M +191,699 +328%
SMA
335
Sage Mountain Advisors
Georgia
$6.11M – – –
IC
336
IEQ Capital
California
$6.06M +$507K +20,758 +9%
TWP
337
Tempus Wealth Planning
California
$6.04M +$282K +11,555 +5%
CWA
338
Cornerstone Wealth Advisors
Minnesota
$6.04M -$158K -6,466 -3%
SPA
339
Sentinel Pension Advisors
Massachusetts
$6.01M +$275K +11,272 +5%
MA
340
Mutual Advisors
Nebraska
$5.99M +$44.2K +1,753 +0.7%
MF
341
Montis Financial
Massachusetts
$5.97M -$1.92M -78,633 -24%
TNA
342
True North Advisors
Texas
$5.93M -$1.43M -58,352 -19%
SEIA
343
Signature Estate & Investment Advisors
California
$5.87M +$39.8K +1,628 +0.7%
VST
344
Van Strum & Towne
California
$5.86M -$33.7K -1,378 -0.6%
Bank of New York Mellon
345
Bank of New York Mellon
New York
$5.81M +$277K +11,344 +5%
B
346
Birchbrook
Maine
$5.8M -$385K -15,754 -6%
KF
347
Krilogy Financial
Missouri
$5.8M -$53.9K -2,207 -0.9%
Two Sigma Investments
348
Two Sigma Investments
New York
$5.76M +$5.01M +204,800 +662%
SPI
349
Santori & Peters Inc
Pennsylvania
$5.75M +$1.44K +59 +0%
GPFA
350
Game Plan Financial Advisors
Ohio
$5.71M +$2.32M +83,900 +69%
12 13
14
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