SCHX icon

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
18.36%
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 %
ACM
451
Armbruster Capital Management
New York
$3.3M +$1.93M +79,100 +142%
CCM
452
Condor Capital Management
New Jersey
$3.29M -$8.19K -335 -0.2%
HWMG
453
Hurlow Wealth Management Group
Indiana
$3.29M +$860K +35,195 +35%
PL
454
Plancorp LLC
Missouri
$3.25M +$7.85K +321 +0.2%
1WM
455
1900 Wealth Management
Texas
$3.25M +$1.47K +60 +0%
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$3.22M -$397K -16,264 -11%
TWG
457
The Wealth Group
Minnesota
$3.21M +$373K +15,257 +13%
PIA
458
Pinion Investment Advisors
Kansas
$3.2M -$3.3M -135,107 -51%
VWA
459
VERITY Wealth Advisors
United States
$3.19M – – –
FA
460
Fagan Associates
New York
$3.19M -$32.3K -1,321 -1%
BFM
461
Broadview Financial Management
Wisconsin
$3.19M -$42K -1,719 -1%
CAI
462
Capital Advisors Inc
Oklahoma
$3.16M +$226K +9,235 +8%
PIP
463
Peachtree Investment Partners
Florida
$3.15M +$1.3M +53,275 +70%
SFS
464
Sowell Financial Services
Arkansas
$3.14M +$18.8K +768 +0.6%
MAMG
465
Milestone Asset Management Group
Connecticut
$3.13M +$7.58K +310 +0.2%
RC
466
Roundview Capital
New Jersey
$3.13M +$46.8K +1,913 +2%
Lazard Asset Management
467
Lazard Asset Management
New York
$3.1M – – –
GGI
468
Godsey & Gibb Inc
Virginia
$3.1M +$251K +10,272 +9%
PWM
469
Penobscot Wealth Management
Maine
$3.09M +$2.52M +103,012 +444%
CCWA
470
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.01M -$96.3K -3,942 -3%
GS
471
GTS Securities
New York
$2.99M +$2.99M +122,300 New
Janney Montgomery Scott
472
Janney Montgomery Scott
Pennsylvania
$2.99M +$65.8K +2,692 +2%
WWM
473
Western Wealth Management
Colorado
$2.98M +$6.45K +264 +0.2%
MFWP
474
Mosaic Family Wealth Partners
Missouri
$2.96M +$37K +1,514 +1%
GHA
475
GW Henssler & Associates
Georgia
$2.94M -$52K -2,126 -2%
17 18
19
20 21