SCHX icon

Schwab US Large- Cap ETF

1,386 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 131 funds opening new positions, 546 increasing their positions, 499 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.67M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
776
Cascade Financial Partners
California
$822K
RWM
777
Revisor Wealth Management
Ohio
$821K
CWA
778
Crux Wealth Advisors
California
$818K
FFO
779
Fiduciary Family Office
Florida
$811K
KJWM
780
Kiley Juergens Wealth Management
Washington
$808K
RIA
781
Regal Investment Advisors
Michigan
$799K
CFG
782
Citizens Financial Group
Rhode Island
$799K
MSS
783
Mitchell Sinkler & Starr
Pennsylvania
$798K
KA
784
Klingman & Associates
New York
$796K
FFB
785
First Financial Bankshares
Texas
$795K
CWA
786
CM Wealth Advisors
Ohio
$795K
WPW
787
Watershed Private Wealth
Illinois
$790K
SFS
788
Security Financial Services
Indiana
$787K
PMFA
789
Plante Moran Financial Advisors
Michigan
$785K
GT
790
Greenleaf Trust
Michigan
$778K
CFP
791
Cypress Financial Planning
New Jersey
$777K
RW
792
Rede Wealth
Virginia
$777K
BWP
793
Bernardo Wealth Planning
Pennsylvania
$774K
CWM
794
Chesapeake Wealth Management
Virginia
$770K
DI
795
Disciplined Investors
Texas
$766K
PFBT
796
Parkside Financial Bank & Trust
Missouri
$757K
M&T Bank
797
M&T Bank
New York
$752K
GBWM
798
Granite Bay Wealth Management
New Hampshire
$752K
SAM
799
Smartleaf Asset Management
Massachusetts
$749K
SWM
800
Spire Wealth Management
Virginia
$747K