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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 %
CIA
851
Cape Investment Advisory
Georgia
$621K -$5.45K -223 -0.9%
AWA
852
Aaron Wealth Advisors
Illinois
$618K +$107K +4,363 +21%
PPW
853
Pasadena Private Wealth
California
$618K +$15.5K +634 +3%
VPP
854
Vertex Planning Partners
Illinois
$612K – – –
GIA
855
GHP Investment Advisors
Colorado
$607K +$611 +25 +0.1%
WA
856
Whipplewood Advisors
Colorado
$606K +$534K +21,830 +739%
CAM
857
Clark Asset Management
New Hampshire
$601K +$601K +24,594 New
MCCP
858
Mission Creek Capital Partners
California
$600K – – –
LWMNY
859
Landmark Wealth Management (New York)
New York
$595K +$125K +5,104 +27%
WN
860
Williams & Novak
California
$593K – – –
OCM
861
One Capital Management
California
$591K -$2.64M -108,158 -82%
CP
862
Capital Planning
Washington
$588K +$230K +9,419 +64%
AIM
863
Acropolis Investment Management
Missouri
$586K – – –
MIM
864
Moseley Investment Management
Florida
$585K -$12.2K -500 -2%
RFA
865
Resurgent Financial Advisors
Georgia
$581K – – –
CGL
866
Clarius Group LLC
Washington
$580K +$580K +23,712 New
RFP
867
Root Financial Partners
California
$571K -$246K -10,076 -30%
First Manhattan
868
First Manhattan
New York
$565K – – –
PI
869
PFG Investments
New York
$559K +$559K +22,876 New
TBC
870
Ted Buchan & Co
California
$559K +$559K +22,860 New
G
871
Gainplan
Michigan
$558K -$338K -13,837 -38%
FFA
872
Fragasso Financial Advisors
Pennsylvania
$557K +$513 +21 +0.1%
PK
873
Pflug Koory
Nebraska
$554K +$13.6K +557 +3%
FMN
874
Financial Management Network
California
$551K -$44.6K -1,799 -7%
PWA
875
Physician Wealth Advisors
Utah
$549K – – –
33 34
35
36 37