SCHX icon

Schwab US Large- Cap ETF

1,386 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 131 funds opening new positions, 546 increasing their positions, 499 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
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
BFS
401
Bradley Foster & Sargent
Connecticut
$4.41M
Pathstone Holdings
402
Pathstone Holdings
New Jersey
$4.41M
SWM
403
Shelton Wealth Management
Texas
$4.39M
IAN
404
Integrated Advisors Network
Texas
$4.37M
AMG
405
Asset Management Group
Connecticut
$4.29M
EWM
406
Elmwood Wealth Management
California
$4.24M
PA
407
Procyon Advisors
Connecticut
$4.23M
EWA
408
Exencial Wealth Advisors
Oklahoma
$4.2M
CPA
409
Cathy Pareto & Associates
Florida
$4.17M
FVIM
410
Fort Vancouver Investment Management
Washington
$4.11M
HCM
411
Hollencrest Capital Management
California
$4.11M
VAF
412
Values Added Financial
District of Columbia
$4.11M
RWB
413
RMR Wealth Builders
New Jersey
$4.11M
HF
414
HRT Financial
New York
$4.09M
HFS
415
Hantz Financial Services
Michigan
$4M
FFA
416
First Foundation Advisors
California
$3.95M
MIA
417
MeadowBrook Investment Advisors
Michigan
$3.95M
DAS
418
Diversify Advisory Services
Utah
$3.94M
SHGA
419
Sand Hill Global Advisors
California
$3.91M
SFS
420
Summit Financial Strategies
Ohio
$3.87M
SPFA
421
Summit Place Financial Advisors
New Jersey
$3.84M
MWM
422
Meridian Wealth Management
Kentucky
$3.83M
NW
423
NewEdge Wealth
Pennsylvania
$3.81M
JWCA
424
J.W. Cole Advisors
Florida
$3.8M
VWA
425
Visionary Wealth Advisors
Illinois
$3.78M