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 %
CIA
526
Capital Investment Advisors
Georgia
$2.29M +$555K +22,710 +32%
LA
527
Lifeworks Advisors
Michigan
$2.29M -$565K -23,136 -20%
VIA
528
Victrix Investment Advisors
Florida
$2.28M -$98.2K -4,016 -4%
FWP
529
FAS Wealth Partners
Kansas
$2.27M -$25.5K -1,043 -1%
CFO
530
Callan Family Office
Pennsylvania
$2.27M – – –
BRWA
531
B. Riley Wealth Advisors
Florida
$2.27M +$2.27M +92,724 New
EFG
532
Everhart Financial Group
Ohio
$2.27M -$33.5K -1,372 -1%
RC
533
Rovin Capital
Arizona
$2.26M -$25.1K -1,027 -1%
OC
534
Oppenheimer & Co
New York
$2.26M -$11.5K -470 -0.5%
PS
535
Principal Securities
Iowa
$2.24M -$84.3K -3,448 -4%
SWM
536
Stockman Wealth Management
Montana
$2.24M -$69.3K -2,835 -3%
BlackRock
537
BlackRock
New York
$2.23M +$49.7K +2,032 +2%
VCM
538
Virtue Capital Management
Tennessee
$2.23M +$90K +3,681 +4%
PFT
539
Providence First Trust
Arizona
$2.23M +$2.23M +91,241 New
RF
540
RHS Financial
California
$2.22M -$604K -24,715 -21%
VP
541
Verum Partners
North Carolina
$2.22M -$19.2K -785 -0.9%
RWM
542
Rialto Wealth Management
New York
$2.22M +$1.66K +68 +0.1%
CA
543
Capital Advantage
California
$2.19M -$170K -6,964 -7%
WTC
544
WhitTier Trust Company
Nevada
$2.18M +$98.1K +4,015 +5%
OF
545
Outfitter Financial
Maine
$2.17M +$108K +4,400 +5%
RZH
546
Relyea Zuckerberg Hanson
Connecticut
$2.16M +$5.72K +234 +0.3%
PCM
547
Parsons Capital Management
Rhode Island
$2.16M +$19K +779 +0.9%
SAF
548
Smith Anglin Financial
Texas
$2.15M -$392K -16,059 -15%
CPA
549
Clear Point Advisors
New York
$2.15M -$3.06K -125 -0.1%
ECM
550
Elgethun Capital Management
South Dakota
$2.14M -$516K -21,113 -19%
20 21
22
23 24