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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,362 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 128 funds opening new positions, 540 increasing their positions, 490 reducing their positions, and 65 closing their positions.

Holders
1,362
Holders Change
+29
Holders Change %
+2.18%
% of All Funds
18.29%
Holding in Top 10
190
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.56%
% of All Funds
2.55%
New
128
Increased
540
Reduced
490
Closed
65
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$663K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$306M
2
Betterment LLC
2
Betterment LLC
New York
$458M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$680M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$485M
5
EWA
5
EP Wealth Advisors
California
$76.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$29.9M
2
US Bancorp
2
US Bancorp
Minnesota
$5.04B
3
SF
3
Symphony Financial
Texas
$223K
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$271M
5
LFG
5
Leverty Financial Group
Wisconsin
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CAAM
51
Cornerstone Advisors Asset Management
Pennsylvania
$69.8M 2,855,136 +225,617 +9%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$65.7M 2,689,581 -96,860 -3%
BSB
53
Bangor Savings Bank
Maine
$63.1M 2,581,836 -632,534 -20%
JIP
54
Jaffetilchin Investment Partners
Florida
$62.5M 2,558,273 +9,004 +0.4%
ACA
55
Aptus Capital Advisors
Alabama
$62.4M 2,553,030 +96,879 +4%
BAAM
56
Baker Avenue Asset Management
California
$61.9M 2,534,043 +90,748 +4%
GWANC
57
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.8M 2,489,469 +107,297 +5%
SC
58
Savant Capital
Illinois
$60.6M 2,479,964 -36,294 -1%
NC
59
NewSquare Capital
Pennsylvania
$60.5M 2,492,890 +120,081 +5%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$60.4M 2,469,586 -199,673 -7%
LWMT
61
Legacy Wealth Management (Tennessee)
Tennessee
$57.3M 2,343,626 +35,227 +2%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$57.2M 2,341,089 +25,843 +1%
RWM
63
RKL Wealth Management
Pennsylvania
$57.1M 2,336,816 -230,733 -9%
BFG
64
Berger Financial Group
Minnesota
$56.4M 2,308,056 +51,184 +2%
RCM
65
Richardson Capital Management
Wisconsin
$55.8M 2,282,477 +231,693 +11%
AWMG
66
Alliance Wealth Management Group
New Jersey
$55.7M 2,280,596 +74,084 +3%
TCM
67
Towercrest Capital Management
Pennsylvania
$55.7M 2,280,596 +74,084 +3%
FMP
68
Financial Management Professionals
Texas
$55.1M 2,255,724 +127,520 +6%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$54.7M 2,245,858 +880,670 +65%
Raymond James Financial
70
Raymond James Financial
Florida
$51.3M 2,097,527 -180,039 -8%
MSWM
71
McGlone Suttner Wealth Management
Wisconsin
$50.6M 2,070,029 +52,012 +3%
HI
72
Harbour Investments
Wisconsin
$50.2M 2,052,691 -4,188 -0.2%
PFA
73
Pure Financial Advisors
California
$49M 2,003,299 -4,878 -0.2%
UCFA
74
United Capital Financial Advisors
Texas
$48.9M 2,002,549 -47,572 -2%
Wells Fargo
75
Wells Fargo
California
$47.5M 1,943,043 +22,912 +1%
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