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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,368 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, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,368
Holders Change
+35
Holders Change %
+2.63%
% of All Funds
18.35%
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
493
Closed
65
Calls
$1.67M
Puts
–
Net Calls
+$1.67M
Net Calls Change
+$603K

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$306M
2
Betterment LLC
Betterment LLC
New York
$458M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$680M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$485M
5
EWA
EP Wealth Advisors
California
$76.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$29.9M
2
US Bancorp
US Bancorp
Minnesota
$5.04B
3
SF
Symphony Financial
Texas
$223K
4
PCIA
Prime Capital Investment Advisors
Kansas
$271M
5
LFG
Leverty Financial Group
Wisconsin
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$172M +$5.34M +218,688 +3%
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$155M +$3.76M +153,842 +2%
AA
28
Apriem Advisors
California
$152M +$2.56M +104,866 +2%
BWA
29
BlueSky Wealth Advisors
North Carolina
$150M -$1.37M -56,109 -0.9%
BPA
30
Beacon Pointe Advisors
California
$148M +$1.28M +52,341 +0.9%
WANY
31
Wealthspire Advisors (New York)
New York
$143M -$5.89M -241,002 -4%
Morgan Stanley
32
Morgan Stanley
New York
$137M -$14.1M -575,942 -9%
JIC
33
Johnson Investment Counsel
Ohio
$119M +$1.12M +45,729 +0.9%
GG
34
Greenwood Gearhart
Arkansas
$118M -$37.2M -1,523,751 -24%
NQWM
35
Northwest Quadrant Wealth Management
Oregon
$117M +$803K +32,872 +0.7%
OWM
36
Orgel Wealth Management
Wisconsin
$116M +$2.28M +93,282 +2%
FC
37
Financial Consulate
Maryland
$115M +$14.3M +585,217 +14%
EWM
38
Evermay Wealth Management
Virginia
$111M -$11.4M -467,556 -9%
SCM
39
Steele Capital Management
Iowa
$96.3M +$2.61M +106,864 +3%
CST
40
Charles Schwab Trust
Nevada
$95.2M -$1.14M -46,803 -1%
CRC
41
Curi RMB Capital
Illinois
$89.9M -$3.88M -158,719 -4%
FIG
42
FSA Investment Group
Florida
$89.6M +$57.9K +2,371 +0.1%
Ameriprise
43
Ameriprise
Minnesota
$81.2M -$916K -37,527 -1%
SIM
44
Sims Investment Management
Ohio
$80.2M +$4.47M +182,846 +6%
SAM
45
Standpoint Asset Management
Arizona
$79.2M -$19.5M -798,300 -20%
EWA
46
EP Wealth Advisors
California
$76.8M +$69.7M +2,850,436 +976%
IWC
47
Integrated Wealth Concepts
Massachusetts
$75.9M +$2.3M +94,281 +3%
CAM
48
Cresset Asset Management
Illinois
$74.5M -$1.68M -68,611 -2%
HWM
49
HB Wealth Management
Georgia
$73.3M -$2.07M -84,716 -3%
MWP
50
Meridian Wealth Partners
Pennsylvania
$72.1M +$210K +8,590 +0.3%
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