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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 %
SWM
401
Shelton Wealth Management
Texas
$4.39M -$124K -5,089 -3%
IAN
402
Integrated Advisors Network
Texas
$4.37M -$329K -13,458 -7%
AMG
403
Asset Management Group
Connecticut
$4.29M +$10.6K +435 +0.2%
EWM
404
Elmwood Wealth Management
California
$4.24M -$67.5K -2,763 -2%
PA
405
Procyon Advisors
Connecticut
$4.23M -$177K -7,245 -4%
EWA
406
Exencial Wealth Advisors
Oklahoma
$4.2M -$124K -5,090 -3%
CPA
407
Cathy Pareto & Associates
Florida
$4.17M +$154K +6,318 +4%
FVIM
408
Fort Vancouver Investment Management
Washington
$4.11M +$388K +15,861 +10%
HCM
409
Hollencrest Capital Management
California
$4.11M +$147 +6 +0%
VAF
410
Values Added Financial
District of Columbia
$4.11M +$960K +39,296 +30%
RWB
411
RMR Wealth Builders
New Jersey
$4.11M +$321K +13,139 +8%
HF
412
HRT Financial
New York
$4.09M +$4.09M +167,407 New
HFS
413
Hantz Financial Services
Michigan
$4M -$114K -4,654 -3%
FFA
414
First Foundation Advisors
California
$3.95M – – –
MIA
415
MeadowBrook Investment Advisors
Michigan
$3.95M +$66.4K +2,718 +2%
DAS
416
Diversify Advisory Services
Utah
$3.94M +$759K +29,821 +24%
SHGA
417
Sand Hill Global Advisors
California
$3.91M -$148K -6,064 -4%
SFS
418
Summit Financial Strategies
Ohio
$3.87M -$11.8K -483 -0.3%
SPFA
419
Summit Place Financial Advisors
New Jersey
$3.84M +$233K +9,520 +6%
MWM
420
Meridian Wealth Management
Kentucky
$3.83M +$137K +5,614 +4%
NW
421
NewEdge Wealth
Pennsylvania
$3.81M +$2.81M +111,994 +278%
JWCA
422
J.W. Cole Advisors
Florida
$3.8M +$3.17M +129,900 +507%
VWA
423
Visionary Wealth Advisors
Illinois
$3.78M +$287K +11,743 +8%
PCWA
424
Pacific Capital Wealth Advisors
California
$3.76M -$4.95M -201,102 -57%
ZIM
425
Zacks Investment Management
Illinois
$3.76M -$15.5K -635 -0.4%
15 16
17
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