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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 %
PCM
426
Poehling Capital Management
Wisconsin
$3.76M – – –
SHJ
427
Sharkey, Howes & Javer
Colorado
$3.73M -$192K -7,871 -5%
ECM
428
Exchange Capital Management
Michigan
$3.71M -$414K -16,922 -10%
PAS
429
Park Avenue Securities
New York
$3.7M +$811K +33,192 +28%
JWM
430
JFG Wealth Management
Colorado
$3.69M +$2.72M +111,203 +279%
AWS
431
Atria Wealth Solutions
New York
$3.69M -$565K -23,100 -13%
DWM
432
Dakota Wealth Management
Florida
$3.67M -$447K -18,274 -11%
CFG
433
Chapman Financial Group
Hawaii
$3.65M +$3.65M +149,253 New
NGA
434
Naples Global Advisors
Florida
$3.64M +$69.7K +2,851 +2%
AMG
435
Advisors Management Group
Wisconsin
$3.61M +$35.6K +1,457 +1%
ES
436
ETF Store
Kansas
$3.61M +$118K +4,831 +3%
AWM
437
Axxcess Wealth Management
California
$3.55M -$814K -33,292 -19%
BFA
438
Beaumont Financial Advisors
Massachusetts
$3.53M +$47.5K +1,944 +1%
YIA
439
YHB Investment Advisors
Connecticut
$3.53M +$546K +22,341 +18%
MW
440
Maia Wealth
Colorado
$3.52M +$127K +5,204 +4%
SCM
441
Saxony Capital Management
Missouri
$3.5M +$975K +39,881 +39%
NA
442
Nottingham Advisors
New York
$3.49M -$941K -38,500 -21%
RWP
443
RWA Wealth Partners
Massachusetts
$3.47M +$2.1K +86 +0.1%
STA
444
Summit Trail Advisors
New York
$3.4M +$3.4M +139,125 New
EFP
445
Elser Financial Planning
Indiana
$3.36M +$145K +5,932 +5%
PAYA
446
Phil A. Younker & Associates
Alaska
$3.33M +$24.4K +1,000 +0.7%
SWP
447
Stratos Wealth Partners
Ohio
$3.33M -$2.16M -88,461 -39%
PAI
448
Pittenger & Anderson Inc
Nebraska
$3.33M +$199K +8,133 +6%
MT
449
Midwest Trust
Kansas
$3.32M +$3.32M +136,023 New
CB
450
Commerce Bank
Missouri
$3.3M +$2.35K +96 +0.1%
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