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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 %
SA
676
Sovran Advisors
California
$1.22M +$1.22M +49,587 New
VPA
677
Vernal Point Advisors
California
$1.22M – – –
CCA
678
Clarity Capital Advisors
Florida
$1.22M +$3.57K +146 +0.3%
HR
679
Howe & Rusling
New York
$1.21M +$201K +8,231 +20%
ECM
680
Evergreen Capital Management
Washington
$1.21M +$147 +6 +0%
LIA
681
Lynx Investment Advisory
District of Columbia
$1.2M +$54.6K +2,232 +5%
CA
682
Crewe Advisors
Utah
$1.19M +$6.33K +259 +0.5%
LCC
683
Lincoln Capital Corp
Rhode Island
$1.19M +$1.19M +48,658 New
UIA
684
Ulland Investment Advisors
Minnesota
$1.19M -$86K -3,520 -7%
DB
685
Dravo Bay
Delaware
$1.19M -$422K -13,124 -26%
KeyBank National Association
686
KeyBank National Association
Ohio
$1.19M -$186K -7,604 -14%
BL
687
BFSG LLC
California
$1.18M +$51.5K +2,109 +5%
FWA
688
FSM Wealth Advisors
Ohio
$1.18M +$12.9K +523 +1%
TCA
689
Transcend Capital Advisors
New Jersey
$1.17M -$52.3K -2,141 -4%
CCM
690
Colorado Capital Management
Colorado
$1.16M – – –
HIP
691
HUB Investment Partners
Texas
$1.16M +$28.6K +1,170 +3%
JF
692
Joule Financial
Kentucky
$1.16M -$28.9K -1,183 -2%
RSWM
693
Robertson Stephens Wealth Management
California
$1.15M +$98 +4 +0%
PFA
694
Petra Financial Advisors
Colorado
$1.15M +$34K +1,390 +3%
EAM
695
Everstar Asset Management
North Carolina
$1.15M -$317K -12,953 -22%
CAM
696
Cozad Asset Management
Illinois
$1.15M -$10.5K -428 -0.9%
DT
697
Diversified Trust
Tennessee
$1.14M +$702K +28,726 +159%
EWM
698
Evolution Wealth Management
Florida
$1.13M +$1.13M +46,101 New
WCM
699
Wealthcare Capital Management
Virginia
$1.12M -$87.2K -3,567 -7%
LIM
700
Lathrop Investment Management
Arkansas
$1.11M +$72.5K +2,965 +7%
26 27
28
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