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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 %
AFA
576
American Financial Advisors
Georgia
$1.88M +$318 +13 +0%
AIM
577
Aspen Investment Management
Michigan
$1.86M +$8.26K +338 +0.4%
CMAI
578
Capital Management Associates Inc
Minnesota
$1.86M -$1.85M -75,745 -50%
SCM
579
Sebold Capital Management
Illinois
$1.84M -$121K -4,971 -6%
PCM
580
Pennsylvania Capital Management
Pennsylvania
$1.84M +$115K +4,708 +7%
GC
581
Garde Capital
Washington
$1.84M -$28.6K -1,171 -2%
HT
582
Heritage Trust
Oklahoma
$1.83M -$485K -19,854 -21%
GVAG
583
Great Valley Advisor Group
Delaware
$1.81M -$153K -6,240 -8%
PFA
584
Pinnacle Family Advisors
Missouri
$1.8M -$160K -6,542 -8%
NCM
585
Novare Capital Management
North Carolina
$1.8M -$97.1K -3,973 -5%
AG
586
AlTi Global
New York
$1.79M -$65K -2,658 -4%
JWA
587
JFS Wealth Advisors
Pennsylvania
$1.78M +$45.1K +1,847 +3%
CIC
588
Cutler Investment Counsel
Oregon
$1.76M +$463K +18,948 +36%
FNBT
589
FineMark National Bank & Trust
Florida
$1.76M – – –
WAG
590
Wiser Advisor Group
Arizona
$1.75M +$191K +7,809 +12%
MSG
591
Main Street Group
Virginia
$1.75M -$28.2K -1,155 -2%
CIA
592
Compass Ion Advisors
Pennsylvania
$1.73M -$158K -6,462 -8%
SWA
593
Sax Wealth Advisors
New Jersey
$1.72M +$211K +8,642 +14%
FCH
594
Freestone Capital Holdings
Washington
$1.71M -$364K -14,881 -18%
FG
595
Foster Group
Iowa
$1.71M +$4.82K +197 +0.3%
FTS
596
Fifth Third Securities
Ohio
$1.7M -$244K -9,974 -13%
WI
597
Westbourne Investments
Virginia
$1.7M +$11.1K +455 +0.7%
MS
598
Madden Securities
Texas
$1.7M +$4.42K +181 +0.3%
OFS
599
Oldfather Financial Services
Nebraska
$1.69M -$8.68K -355 -0.5%
FAIM
600
Financial Advocates Investment Management
Washington
$1.69M -$70.2K -2,870 -4%
22 23
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