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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 %
AIA
751
Alternative Investment Advisors
Florida
$901K -$27.7K -1,135 -3%
CIC
752
Carnegie Investment Counsel
Ohio
$896K -$12.3K -503 -1%
CW
753
Curio Wealth
Maryland
$893K +$893K +36,530 +913,250%
FA
754
FF Advisors
California
$885K – – –
VFG
755
Victory Financial Group
Texas
$882K -$73 -3 -0%
SSWM
756
Smith Salley Wealth Management
North Carolina
$882K +$53.4K +2,185 +6%
SWA
757
Serenus Wealth Advisors
California
$877K – – –
CFP
758
Catalyst Financial Partners
Massachusetts
$875K -$99.7K -4,080 -10%
OFG
759
Oxford Financial Group
Indiana
$872K – – –
CA
760
Continuum Advisory
Idaho
$869K +$123K +5,028 +16%
SAM
761
Summit Asset Management
Tennessee
$867K – – –
BA
762
Bridgewater Advisors
New York
$863K +$277 +11 +0%
HIG
763
Heritage Investment Group
Florida
$862K – – –
CIA
764
Covington Investment Advisors
Pennsylvania
$858K +$33.3K +1,363 +4%
Baird Financial Group
765
Baird Financial Group
Wisconsin
$857K +$172K +7,045 +25%
KWS
766
Keystone Wealth Services
California
$854K +$1.08K +44 +0.1%
IAA
767
Independent Advisor Alliance
North Carolina
$853K +$201K +8,222 +31%
XF
768
XML Financial
Maryland
$849K +$8.95K +366 +1%
AWM
769
Accurate Wealth Management
Florida
$847K +$421K +16,971 +99%
TWA
770
Trellis Wealth Advisors
California
$834K – – –
MCM
771
Mainstay Capital Management
Michigan
$831K +$409K +16,716 +97%
HGWM
772
Horst & Graben Wealth Management
Oregon
$827K -$98 -4 -0%
LF
773
LifePlan Financial
Minnesota
$827K -$3.1K -127 -0.4%
CFP
774
Cascade Financial Partners
California
$822K -$660 -27 -0.1%
RWM
775
Revisor Wealth Management
Ohio
$821K +$133K +5,375 +19%
29 30
31
32 33