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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,370 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, 495 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+35
Holders Change %
+2.62%
% of All Funds
18.37%
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
495
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 %
VCAM
351
Van Cleef Asset Management
Ohio
$5.64M -$102K -4,191 -2%
AL
352
Aspiriant LLC
California
$5.63M -$33K -1,352 -0.6%
William Blair & Company
353
William Blair & Company
Illinois
$5.63M +$3.03M +123,920 +116%
OFG
354
Omega Financial Group
California
$5.61M -$175K -7,153 -3%
USWG
355
U.S. Wealth Group
New York
$5.48M +$61.8K +2,528 +1%
SNWA
356
Siligmueller & Norvid Wealth Advisors
Illinois
$5.47M -$361K -14,613 -6%
AFP
357
Ausdal Financial Partners
Iowa
$5.47M +$1.01M +41,248 +23%
FA
358
Financial Advisors
Massachusetts
$5.42M +$6.13K +251 +0.1%
BJL
359
Brighton Jones LLC
Washington
$5.38M +$25.1K +1,027 +0.5%
VPIM
360
Vanguard Personalized Indexing Management
California
$5.38M -$107K -4,358 -2%
B
361
Bailard
California
$5.34M -$16.6K -681 -0.3%
SG
362
Somerset Group
Minnesota
$5.28M +$345K +14,100 +7%
BIA
363
Bigelow Investment Advisors
Maine
$5.26M -$30.2K -1,237 -0.6%
ECML
364
Eagle Capital Management (Louisiana)
Louisiana
$5.21M +$655K +26,798 +14%
SIC
365
Sigma Investment Counselors
Michigan
$5.19M +$2.16M +88,574 +72%
IP
366
Ignite Planners
California
$5.16M +$316K +12,731 +7%
Lido Advisors
367
Lido Advisors
California
$5.12M +$420K +17,175 +9%
CWA
368
Carolina Wealth Advisors
South Carolina
$5.04M -$94.1K -3,849 -2%
VA
369
Valmark Advisers
Ohio
$5.04M +$44.6K +1,826 +0.9%
Citigroup
370
Citigroup
New York
$5.02M +$1.76M +71,818 +54%
BI
371
Berkeley Inc
Idaho
$4.99M -$139K -5,681 -3%
Bank of Montreal
372
Bank of Montreal
Ontario, Canada
$4.94M +$279K +11,420 +6%
CWA
373
Clearview Wealth Advisors
Oregon
$4.94M +$36.8K +1,507 +0.8%
RMC
374
Ring Mountain Capital
California
$4.88M +$14.5K +584 +0.3%
TWM
375
Thrive Wealth Management
Pennsylvania
$4.88M +$27.1K +1,108 +0.6%
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