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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
18.36%
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 %
KCM
476
Kathmere Capital Management
Pennsylvania
$2.93M -$93.4K -3,821 -3%
NCM
477
Next Capital Management
New York
$2.92M -$14K -571 -0.5%
CIR
478
Clear Investment Research
Georgia
$2.92M -$7.53K -308 -0.3%
CMBA
479
C.M. Bidwell & Associates
Hawaii
$2.9M -$198K -8,104 -6%
FCC
480
Flower City Capital
New York
$2.9M -$28.4K -1,161 -1%
TIAA Trust, National Association
481
TIAA Trust, National Association
North Carolina
$2.9M +$55.2K +2,258 +2%
NHC
482
Nicholas Hoffman & Company
Georgia
$2.87M +$9.14K +374 +0.3%
SFA
483
Seneca Financial Advisors
New York
$2.84M -$807 -33 -0%
PA
484
Pinnacle Associates
New York
$2.84M -$47.4K -1,941 -2%
AWM
485
Avior Wealth Management
Nebraska
$2.83M -$132K -5,397 -4%
HC
486
Hurley Capital
New York
$2.82M -$43.6K -1,782 -2%
VFA
487
Valeo Financial Advisors
Indiana
$2.8M -$486K -19,904 -15%
JCIA
488
Jackson Creek Investment Advisors
Colorado
$2.8M -$63.8K -2,609 -2%
WPC
489
Wedmont Private Capital
Pennsylvania
$2.79M +$13.2K +533 +0.5%
CA
490
Clearstead Advisors
Ohio
$2.73M +$42.5K +1,737 +2%
WP
491
WealthShield Partners
North Carolina
$2.73M -$179K -7,309 -6%
BF
492
Brucke Financial
Indiana
$2.72M +$24.5K +1,004 +0.9%
VFPW
493
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.71M -$58K -2,372 -2%
TIA
494
Traphagen Investment Advisors
New Jersey
$2.71M +$7.97K +326 +0.3%
SCM
495
Stordahl Capital Management
Colorado
$2.66M -$16.7K -682 -0.6%
JPLA
496
Joseph P. Lucia & Associates
New York
$2.62M +$3.1K +127 +0.1%
BI
497
Ballast Inc
Kentucky
$2.62M +$2.62M +107,112 New
FRA
498
Front Row Advisors
California
$2.62M -$4.38K -179 -0.2%
LFG
499
Larson Financial Group
Missouri
$2.6M -$1.5M -61,253 -37%
WP
500
Westmount Partners
California
$2.57M +$1.17K +48 +0%
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