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 %
RWMH
551
Riverpoint Wealth Management Holdings
Illinois
$2.14M -$16.8K -686 -0.8%
SQA
552
Simon Quick Advisors
New Jersey
$2.12M -$8.19K -335 -0.4%
AIS
553
American Investment Services
Massachusetts
$2.1M -$19.5K -796 -0.9%
DTC
554
Davidson Trust Company
Washington
$2.09M – – –
LKBC
555
L.K. Benson & Company
Maryland
$2.08M +$6.38K +261 +0.3%
BBHC
556
Brown Brothers Harriman & Co
New York
$2.08M +$1.16M +47,351 +126%
EW
557
Evoke Wealth
California
$2.07M +$83.8K +3,430 +4%
SF
558
Seros Financial
Arizona
$2.07M +$214K +8,763 +12%
BOC
559
Bull Oak Capital
California
$2.07M -$12.5K -510 -0.6%
MFT
560
Moisand Fitzgerald Tamayo
Florida
$2.04M +$6.92K +283 +0.3%
SP
561
Successful Portfolios
Florida
$2.04M +$21.6K +885 +1%
CFG
562
Cooper Financial Group
California
$2.02M -$36K -1,475 -2%
BMCM
563
Bryn Mawr Capital Management
Pennsylvania
$2.01M +$11.1K +453 +0.6%
PWW
564
Pettyjohn Wood & White
Virginia
$2M -$5.26K -215 -0.3%
WC
565
Wynn Capital
Georgia
$1.98M – – –
AOWM
566
Alpha Omega Wealth Management
Virginia
$1.96M -$37.8K -1,547 -2%
ISFAN
567
Investor's Fiduciary Advisor Network
Washington
$1.95M +$1.21M +49,393 +161%
PFA
568
Plotkin Financial Advisors
Maryland
$1.94M +$26.6K +1,088 +1%
MSWMA
569
Market Street Wealth Management Advisors
Indiana
$1.94M -$20.6K -844 -1%
LIA
570
LBMC Investment Advisors
Tennessee
$1.94M -$39.3K -1,607 -2%
PSCM
571
Per Stirling Capital Management
Texas
$1.94M -$43.4K -1,777 -2%
CSI
572
Cross Staff Investments
New York
$1.91M -$8.48K -347 -0.4%
PFWA
573
Paces Ferry Wealth Advisors
Georgia
$1.9M -$3.23K -132 -0.2%
BFG
574
Bouchey Financial Group
New York
$1.9M -$415 -17 -0%
AA
575
Alesco Advisors
New York
$1.88M -$46.4K -1,898 -2%
21 22
23
24 25