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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 %
EWA
826
EverSource Wealth Advisors
Alabama
$679K -$34.2K -1,400 -5%
FA
827
Fiduciary Alliance
South Carolina
$674K +$48.1K +1,970 +8%
TC
828
TownSquare Capital
Utah
$669K -$4.26M -174,235 -86%
CW
829
CreativeOne Wealth
Kansas
$668K +$54K +2,211 +9%
CA
830
Claro Advisors
Massachusetts
$664K -$58.5K -2,394 -8%
NEPWA
831
New England Private Wealth Advisors
Massachusetts
$663K +$1.56K +62 +0.2%
AAG
832
Armstrong Advisory Group
Massachusetts
$657K +$175K +7,156 +36%
SPIA
833
Steward Partners Investment Advisory
New York
$657K -$12.1K -495 -2%
FFS
834
Founders Financial Securities
Maryland
$656K +$367 +15 +0.1%
BIAS
835
Beacon Investment Advisory Services
New Jersey
$652K +$8.95K +366 +1%
EP
836
Edgestream Partners
New Jersey
$652K +$652K +26,688 New
BHWM
837
Beaird Harris Wealth Management
Texas
$651K -$2.15K -88 -0.3%
CWM
838
Connecticut Wealth Management
Connecticut
$644K +$213K +8,698 +49%
Fisher Asset Management
839
Fisher Asset Management
Washington
$642K -$335K -13,724 -34%
BWM
840
BlackDiamond Wealth Management
New York
$640K -$19.8K -811 -3%
RCAG
841
Rehmann Capital Advisory Group
Michigan
$639K +$56.5K +2,310 +10%
GA
842
Goldstein Advisors
Wisconsin
$637K +$2.2K +90 +0.3%
HIM
843
Harbour Investment Management
Washington
$636K – – –
First Trust Advisors
844
First Trust Advisors
Illinois
$633K +$633K +25,887 New
VBFP
845
Valtinson Bruner Financial Planning
Minnesota
$633K -$6.97K -285 -1%
HIC
846
Hartline Investment Corp
Illinois
$632K – – –
EFA
847
Evernest Financial Advisors
Indiana
$630K +$1.08K +44 +0.2%
SC
848
Slow Capital
California
$627K -$104K -4,249 -14%
GC
849
Gibson Capital
Pennsylvania
$626K -$301K -12,316 -32%
RIM
850
Rockbridge Investment Management
New York
$625K +$1.56K +64 +0.3%
32 33
34
35 36