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 %
CWA
776
Crux Wealth Advisors
California
$818K +$2.42K +99 +0.3%
FFO
777
Fiduciary Family Office
Florida
$811K – – –
KJWM
778
Kiley Juergens Wealth Management
Washington
$808K +$1.27K +52 +0.2%
RIA
779
Regal Investment Advisors
Michigan
$799K -$29.1K -1,189 -4%
CFG
780
Citizens Financial Group
Rhode Island
$799K +$186K +7,628 +30%
MSS
781
Mitchell Sinkler & Starr
Pennsylvania
$798K +$108K +4,425 +16%
KA
782
Klingman & Associates
New York
$796K – – –
FFB
783
First Financial Bankshares
Texas
$795K +$795K +32,546 New
CWA
784
CM Wealth Advisors
Ohio
$795K +$10.1K +414 +1%
WPW
785
Watershed Private Wealth
Illinois
$790K -$318 -13 -0%
SFS
786
Security Financial Services
Indiana
$787K – – –
PMFA
787
Plante Moran Financial Advisors
Michigan
$785K +$13.6K +555 +2%
GT
788
Greenleaf Trust
Michigan
$778K – – –
CFP
789
Cypress Financial Planning
New Jersey
$777K +$831 +34 +0.1%
RW
790
Rede Wealth
Virginia
$777K – – –
BWP
791
Bernardo Wealth Planning
Pennsylvania
$774K +$774K +31,661 New
CWM
792
Chesapeake Wealth Management
Virginia
$770K -$3.67K -150 -0.5%
DI
793
Disciplined Investors
Texas
$766K -$10.2K -417 -1%
PFBT
794
Parkside Financial Bank & Trust
Missouri
$757K -$28.2K -1,153 -4%
M&T Bank
795
M&T Bank
New York
$752K -$97.8K -4,002 -12%
GBWM
796
Granite Bay Wealth Management
New Hampshire
$752K -$313K -12,811 -29%
SAM
797
Smartleaf Asset Management
Massachusetts
$749K -$294K -12,096 -28%
SWM
798
Spire Wealth Management
Virginia
$747K -$505K -20,670 -40%
JWBC
799
John W. Brooker & Co
California
$747K -$3.63M -146,404 -83%
IPA
800
Investment Planning Advisors
Georgia
$746K +$473K +19,339 +173%
30 31
32
33 34