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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
18.37%
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 %
WP
801
WealthPLAN Partners
Nebraska
$744K +$23.6K +966 +3%
ATI
802
ARK & TLK Investments
Oklahoma
$744K – – –
FBB
803
Fulton Breakefield Broenniman
Maryland
$742K – – –
SOS
804
Silver Oak Securities
Tennessee
$736K -$123K -5,035 -14%
SPP
805
Single Point Partners
Massachusetts
$730K – – –
BFC
806
Bedel Financial Consulting
Indiana
$728K – – –
TA
807
TrueWealth Advisors
Alabama
$727K – – –
FMWA
808
Forvis Mazars Wealth Advisors
Missouri
$725K +$17.5K +715 +2%
WFA
809
WestHill Financial Advisors
California
$720K +$26.1K +1,069 +4%
APP
810
Avantax Planning Partners
Iowa
$716K -$62.9K -2,574 -8%
TWM
811
Tanglewood Wealth Management
Texas
$715K +$24 +1 +0%
DIA
812
Dana Investment Advisors
Wisconsin
$714K +$23.9K +979 +3%
IIC
813
Ironwood Investment Counsel
Arizona
$712K -$1K -41 -0.1%
MOS
814
MGO One Seven
Ohio
$705K -$84.4K -3,454 -11%
OC
815
Oarsman Capital
Wisconsin
$705K +$28.6K +1,170 +4%
LRPA
816
L. Roy Papp & Associates
Arizona
$702K -$12K -490 -2%
JIC
817
Joel Isaacson & Co
New York
$701K +$305K +12,484 +77%
TC
818
TFR Capital
Texas
$699K – – –
MAV
819
Mason & Associates (Virginia)
Virginia
$696K -$2.74K -112 -0.4%
RIS
820
Retirement Income Solutions
Michigan
$695K +$42.9K +1,755 +7%
GI
821
GS Investments
Minnesota
$695K +$6.11K +250 +0.9%
FWMP
822
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$692K – – –
Neuberger Berman Group
823
Neuberger Berman Group
New York
$685K +$685K +28,023 New
WJWM
824
Williams Jones Wealth Management
New York
$683K – – –
SMC
825
Smith, Moore & Co
Missouri
$680K – – –
31 32
33
34 35