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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 %
IF
626
Ironwood Financial
Arizona
$1.51M – – –
FM
627
Family Management
New York
$1.51M +$220 +9 +0%
Citadel Advisors
628
Citadel Advisors
Florida
$1.5M +$1.1M +45,000 +272%
Brown Advisory
629
Brown Advisory
Maryland
$1.49M -$76.5K -3,129 -5%
CA
630
CGN Advisors
Kansas
$1.49M -$23.3K -955 -2%
CA
631
CWC Advisors
Oregon
$1.49M -$8.51K -348 -0.6%
BIM
632
Breakwater Investment Management
Washington
$1.47M -$463K -18,959 -24%
JFG
633
Jefferies Financial Group
New York
$1.47M -$7.55K -309 -0.5%
HWA
634
Heartwood Wealth Advisors
Virginia
$1.46M +$1.04M +42,529 +246%
IA
635
IFG Advisory
Georgia
$1.45M -$56.7K -2,321 -4%
BIG
636
Brooklyn Investment Group
New York
$1.45M +$845K +34,568 +140%
BPWM
637
Badgley Phelps Wealth Managers
Washington
$1.45M -$9.19K -376 -0.6%
PCM
638
Passive Capital Management
Maryland
$1.45M – – –
GG
639
GenWealth Group
New Jersey
$1.44M +$294K +12,036 +26%
TW
640
TritonPoint Wealth
Maryland
$1.43M -$838K -34,296 -37%
GIM
641
Glenmede Investment Management
Pennsylvania
$1.43M +$1.43M +58,533 New
TFP
642
Tilia Fiduciary Partners
North Carolina
$1.43M +$3.18K +130 +0.2%
PWPS
643
Pinnacle Wealth Planning Services
Ohio
$1.42M +$1.42M +57,960 New
SSW
644
Stone Summit Wealth
Florida
$1.41M +$76.5K +3,131 +6%
DWM
645
David Wealth Management
Virginia
$1.41M +$285K +11,660 +25%
Empower Advisory Group
646
Empower Advisory Group
Colorado
$1.41M -$729K -29,839 -34%
P
647
&Partners
Tennessee
$1.39M -$412K -16,875 -23%
CAM
648
Carret Asset Management
New York
$1.39M +$8.24K +337 +0.6%
EFG
649
Elios Financial Group
Ohio
$1.38M +$150K +6,146 +12%
KIA
650
KCM Investment Advisors
California
$1.37M +$251K +10,272 +22%
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