SCHX icon

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 %
LEFP
726
Leading Edge Financial Planning
Tennessee
$1.01M +$4.33K +177 +0.4%
CPA
727
Capital Performance Advisors
California
$1.01M -$302K -12,348 -23%
LKIM
728
Lawson Kroeker Investment Management
Nebraska
$1.01M +$1.01M +41,328 New
NFW
729
Noble Family Wealth
Florida
$1,000K – – –
CCWM
730
Cassaday & Co Wealth Management
Virginia
$997K +$11.7K +477 +1%
RSWA
731
Robinson Smith Wealth Advisors
Maine
$997K +$42.8K +1,752 +4%
AAS
732
Ameritas Advisory Services
Nebraska
$990K -$651K -26,633 -40%
FPAS
733
Focus Partners Advisor Solutions
Missouri
$984K +$151K +6,163 +18%
OWCM
734
One Wealth Capital Management
Arizona
$980K +$24 +1 +0%
SG
735
StoneX Group
New York
$978K +$76.3K +3,122 +8%
BWA
736
Beam Wealth Advisors
Louisiana
$972K -$7.92K -324 -0.8%
PEA
737
Park Edge Advisors
Ohio
$971K -$116K -4,755 -11%
PCM
738
Park Capital Management
Wisconsin
$970K -$35.4K -1,449 -4%
FTC
739
Farmers Trust Company
Ohio
$963K – – –
KPWS
740
Kestra Private Wealth Services
Texas
$960K +$21.9K +898 +2%
CWA
741
Cura Wealth Advisors
Illinois
$947K – – –
CCC
742
Compass Capital Corp
Massachusetts
$943K -$319K -12,644 -25%
CA
743
Cambridge Advisors
Nebraska
$936K -$50.3K -2,058 -5%
WFS
744
Walker Financial Services
Kentucky
$934K -$63.8K -2,610 -6%
EK
745
Evensky & Katz
Florida
$933K -$51.8K -2,121 -5%
MCP
746
Mirador Capital Partners
California
$933K -$9.65K -395 -1%
Franklin Resources
747
Franklin Resources
California
$928K – – –
VVP
748
Venture Visionary Partners
Ohio
$924K +$60.1K +2,459 +7%
MIP
749
Marietta Investment Partners
Wisconsin
$919K -$28.2K -1,155 -3%
PWM
750
Praetorian Wealth Management
California
$906K +$8.99K +368 +1%
28 29
30
31 32