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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 %
AV
501
Aspiring Ventures
Ohio
$2.56M +$318K +13,000 +14%
MAG
502
Mayfair Advisory Group
Alabama
$2.51M +$560K +22,197 +29%
BCM
503
Brookstone Capital Management
Illinois
$2.5M -$241K -9,845 -9%
PFC
504
Phocas Financial Corp
California
$2.49M -$11.8K -483 -0.5%
BFPW
505
BOK Financial Private Wealth
Colorado
$2.49M -$25.8K -1,054 -1%
AWA
506
Arkadios Wealth Advisors
Georgia
$2.49M +$1.88M +76,959 +308%
AF
507
Advisornet Financial
Minnesota
$2.47M -$248K -10,159 -9%
ZF
508
Zhang Financial
Michigan
$2.47M +$106K +4,337 +4%
WAM
509
Worth Asset Management
Texas
$2.47M -$140K -5,740 -5%
JFGLC
510
Johnson Financial Group LLC (Colorado)
Colorado
$2.46M -$684K -27,989 -22%
CWM
511
Cabot Wealth Management
Massachusetts
$2.46M -$38.1K -1,560 -2%
RAG
512
RIA Advisory Group
Iowa
$2.45M +$116K +4,734 +5%
TFS
513
Thoroughbred Financial Services
Tennessee
$2.45M +$142K +5,803 +6%
Renaissance Technologies
514
Renaissance Technologies
New York
$2.45M +$2.45M +100,100 New
CFGSD
515
Compass Financial Group (South Dakota)
South Dakota
$2.43M +$131K +5,351 +6%
CWM
516
CCG Wealth Management
California
$2.41M -$10.6K -434 -0.4%
Susquehanna International Group
517
Susquehanna International Group
Pennsylvania
$2.39M +$2.39M +97,638 New
HAP
518
Harbor Asset Planning
Massachusetts
$2.36M +$2.36M +96,563 New
WI
519
Wedgewood Investors
Pennsylvania
$2.36M -$139K -5,701 -6%
S
520
SignatureFD
Georgia
$2.35M -$9.46K -387 -0.4%
HIC
521
Holderness Investments Company
North Carolina
$2.34M +$63.9K +2,616 +3%
DSC
522
Duncker Streett & Co
Missouri
$2.32M -$16.4K -671 -0.7%
LTL
523
Lowery Thomas LLC
California
$2.31M -$177K -7,224 -7%
SEEDPG
524
S.E.E.D. Planning Group
New York
$2.3M -$19.4K -795 -0.8%
MCM
525
Mitchell Capital Management
Kansas
$2.29M +$127K +5,093 +6%
19 20
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