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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 %
AC
601
Avant Capital
Louisiana
$1.67M -$30.7K -1,255 -2%
TAM
602
Townsend Asset Management
North Carolina
$1.66M -$57.9K -2,367 -3%
VCM
603
Vision Capital Management
Oregon
$1.66M -$14.3K -586 -0.9%
WCM
604
Weaver Capital Management
Georgia
$1.66M -$385K -15,767 -19%
OSAM
605
O'Shaughnessy Asset Management
Connecticut
$1.66M -$68.2K -2,790 -4%
WIM
606
Warwick Investment Management
Texas
$1.65M – – –
CFD
607
Creative Financial Designs
Indiana
$1.65M +$96.4K +3,946 +6%
ANTB
608
AMG National Trust Bank
Colorado
$1.65M +$1.42K +58 +0.1%
AWM
609
AE Wealth Management
Kansas
$1.65M -$9.69M -396,520 -85%
EAM
610
Evanson Asset Management
California
$1.64M +$1.08K +44 +0.1%
CAL
611
Capital Advisors Ltd
Ohio
$1.61M – – –
HI
612
Human Investing
Oregon
$1.6M +$120K +4,873 +8%
IPWA
613
International Private Wealth Advisors
California
$1.59M -$106K -4,320 -6%
BH
614
Burk Holdings
Oklahoma
$1.59M -$26.7K -1,091 -2%
VWM
615
Vermillion Wealth Management
Minnesota
$1.58M +$17.7K +725 +1%
SWM
616
SeaCrest Wealth Management
New York
$1.57M -$71K -2,905 -4%
AUB
617
Atlantic Union Bankshares
Virginia
$1.55M +$1.55M +63,624 New
ICM
618
Intrepid Capital Management
Florida
$1.55M +$635 +26 +0%
CCG
619
Chatham Capital Group
Georgia
$1.55M – – –
APG
620
Abacus Planning Group
South Carolina
$1.54M -$3.98K -163 -0.3%
IFS
621
Ifrah Financial Services
Arkansas
$1.53M -$48K -1,963 -3%
JJBC
622
James J. Burns & Company
New York
$1.53M +$29.6K +1,213 +2%
CTWM
623
Cherry Tree Wealth Management
Minnesota
$1.53M +$6.5K +266 +0.4%
Russell Investments Group
624
Russell Investments Group
United Kingdom
$1.52M +$379K +15,522 +33%
CI
625
CX Institutional
Indiana
$1.52M +$1.51M +61,808 +27,109%
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