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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 %
Kovitz Investment Group Partners
376
Kovitz Investment Group Partners
Illinois
$4.86M +$745K +30,499 +18%
MCM
377
Mengis Capital Management
Oregon
$4.82M -$102K -4,165 -2%
PFM
378
Peak Financial Management
Massachusetts
$4.81M -$98.8K -4,043 -2%
DP
379
Denver PWM
Colorado
$4.75M -$1.98K -81 -0%
CFGA
380
Cambridge Financial Group (Arizona)
Arizona
$4.7M -$43.9K -1,796 -0.9%
KAS
381
Kestra Advisory Services
Texas
$4.69M +$487K +19,941 +12%
IWMA
382
Ironwood Wealth Management (Arizona)
Arizona
$4.68M -$1.7M -69,735 -27%
AAS
383
Avantax Advisory Services
Texas
$4.62M -$346K -14,177 -7%
VAMG
384
Voisard Asset Management Group
Michigan
$4.62M -$548K -22,408 -11%
PWM
385
Paulson Wealth Management
Illinois
$4.59M -$692K -28,313 -13%
MWA
386
Muirfield Wealth Advisors
North Carolina
$4.59M -$3.73M -152,510 -45%
Financial Engines Advisors
387
Financial Engines Advisors
California
$4.59M +$68.4K +2,800 +2%
CW
388
Code Waechter
Florida
$4.57M -$942K -38,535 -17%
CG
389
Cynosure Group
Utah
$4.57M +$13.2K +541 +0.3%
WAG
390
Winthrop Advisory Group
Massachusetts
$4.56M -$52.2K -2,135 -1%
CA
391
Calton & Associates
Florida
$4.55M -$711K -29,097 -14%
HKIMG
392
Hutchens & Kramer Investment Management Group
Indiana
$4.53M -$159K -6,490 -3%
TC
393
Tenret Company
Florida
$4.53M +$3.13M +127,907 +223%
WC
394
Waterloo Capital
Texas
$4.53M -$228K -9,345 -5%
CP
395
Creekside Partners
California
$4.52M -$2.47K -101 -0.1%
TPCW
396
TD Private Client Wealth
New York
$4.49M +$459K +18,789 +11%
MTIC
397
Missouri Trust & Investment Company
Missouri
$4.47M -$126K -5,157 -3%
APSI
398
Asset Planning Services Inc
Louisiana
$4.46M +$148K +6,065 +3%
BFS
399
Bradley Foster & Sargent
Connecticut
$4.41M +$3.14M +128,539 +248%
Pathstone Holdings
400
Pathstone Holdings
New Jersey
$4.41M -$1.96M -80,281 -31%
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