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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 %
CCFM
651
Clear Creek Financial Management
Washington
$1.37M -$35.2K -1,439 -3%
EA
652
Evolution Advisers
Virginia
$1.36M -$2.42K -99 -0.2%
MWM
653
Modern Wealth Management
Kansas
$1.35M -$37.3K -1,526 -3%
FAG
654
Fortitude Advisory Group
Washington
$1.35M +$27.4K +1,122 +2%
CPP
655
Capasso Planning Partners
South Carolina
$1.34M -$469K -19,193 -26%
EMC
656
Everest Management Corp
California
$1.33M +$1.33M +54,462 New
FPCP
657
Fort Point Capital Partners
California
$1.33M +$1.08M +44,018 +431%
VC
658
Veery Capital
Delaware
$1.32M -$13.7K -560 -1%
HCP
659
Hardin Capital Partners
South Carolina
$1.32M +$2.03K +83 +0.2%
VCWA
660
Vanguard Capital Wealth Advisors
Colorado
$1.32M +$189K +7,722 +17%
TYCC
661
Texas Yale Capital Corp
Florida
$1.32M – – –
GRP
662
Global Retirement Partners
California
$1.32M +$1.32M +53,842 New
MA
663
MONECO Advisors
Connecticut
$1.31M +$17.2K +702 +1%
SIMG
664
Sonora Investment Management Group
Arizona
$1.31M +$8.48K +347 +0.7%
AMIM
665
Aull & Monroe Investment Management
Alabama
$1.3M -$33.8K -1,385 -3%
TPI
666
Trust Point Inc
Wisconsin
$1.28M +$854K +34,930 +198%
KWM
667
Kingsview Wealth Management
Oregon
$1.28M +$133K +5,429 +12%
AWM
668
Ariadne Wealth Management
California
$1.26M – – –
AIMC
669
Alley Investment Management Company
Illinois
$1.25M -$96.5K -3,947 -7%
CAS
670
Coppell Advisory Solutions
Texas
$1.24M -$573K -23,539 -32%
CAL
671
Capital Analysts LLC
Pennsylvania
$1.24M +$90.1K +3,687 +8%
SAG
672
SageView Advisory Group
California
$1.24M -$7.32K -290 -0.6%
FWI
673
Facet Wealth Inc
Maryland
$1.23M -$70.4K -2,812 -5%
SHA
674
Seneca House Advisors
Virginia
$1.23M +$114K +4,659 +10%
Comerica Bank
675
Comerica Bank
Texas
$1.22M -$241K -9,841 -16%
25 26
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