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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 %
Vanguard Group
701
Vanguard Group
Pennsylvania
$1.11M +$17.9K +732 +2%
MFF
702
Michels Family Financial
Texas
$1.1M -$18.4K -753 -2%
SL
703
Sentinus LLC
Illinois
$1.1M -$19.9K -814 -2%
APW
704
Aurora Private Wealth
New Jersey
$1.1M -$55.4K -2,269 -5%
LWMI
705
Landmark Wealth Management (Illinois)
Illinois
$1.1M +$1.1M +44,823 New
SC
706
Schoolcraft Capital
Colorado
$1.09M -$368K -15,044 -25%
HWA
707
HHM Wealth Advisors
Tennessee
$1.09M – – –
CAG
708
Compass Advisory Group
New York
$1.09M -$130K -5,339 -11%
FCM
709
Firestone Capital Management
Florida
$1.09M +$60.9K +2,491 +6%
OP
710
ORG Partners
Indiana
$1.08M -$73.4K -3,000 -6%
EFS
711
Econ Financial Services
Pennsylvania
$1.07M -$52.6K -2,151 -5%
SA
712
Stewardship Advisors
Pennsylvania
$1.06M +$22.7K +930 +2%
KWA
713
Kondo Wealth Advisors
California
$1.06M – – –
AG
714
Ascent Group
Virginia
$1.06M +$353K +14,463 +50%
RDFA
715
Ritter Daniher Financial Advisory
Ohio
$1.06M +$171 +7 +0%
SNPAM
716
St. Nicholas Private Asset Management
Florida
$1.06M +$3.01K +123 +0.3%
FWCM
717
Ferguson Wellman Capital Management
Oregon
$1.06M -$196K -8,032 -16%
QCM
718
QRG Capital Management
Illinois
$1.06M +$208K +8,511 +25%
VBFG
719
Vishria Bird Financial Group
Tennessee
$1.04M -$23.6K -966 -2%
MCWS
720
McKinley Carter Wealth Services
West Virginia
$1.04M -$587 -24 -0.1%
TCM
721
Twele Capital Management
Minnesota
$1.03M -$43.1K -1,764 -4%
RPGK
722
Retirement Planning Group (Kansas)
Kansas
$1.03M -$79.6K -3,255 -7%
AFG
723
Atomi Financial Group
New York
$1.02M +$186K +7,599 +22%
OFG
724
Orcam Financial Group
California
$1.02M +$122 +5 +0%
JCM
725
Jacobsen Capital Management
Utah
$1.01M +$758 +31 +0.1%
27 28
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