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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 %
CPA
876
Compass Planning Associates
Massachusetts
$548K +$1.61K +66 +0.3%
TWP
877
Triad Wealth Partners
Kansas
$546K +$114K +4,677 +26%
BWM
878
Boyd Wealth Management
California
$545K +$545K +22,318 New
HFS
879
Heritage Financial Services
Massachusetts
$544K – – –
PA
880
Parkside Advisors
California
$543K – – –
GFA
881
Gallagher Fiduciary Advisors
Illinois
$534K -$2.27K -93 -0.4%
GCP
882
Gill Capital Partners
Colorado
$532K -$635 -26 -0.1%
KWA
883
Kingswood Wealth Advisors
California
$531K +$14.7K +602 +3%
AP
884
Aspect Partners
Virginia
$528K – – –
C
885
Certuity
Florida
$522K +$147 +6 +0%
FCB
886
First County Bank
Connecticut
$522K -$22K -900 -4%
NFTC
887
North Forty Two & Co
Oregon
$522K -$12.3K -502 -2%
FG
888
Fairman Group
Pennsylvania
$518K +$23.4K +958 +5%
LC
889
LCNB Corp
Ohio
$516K – – –
NL
890
NWAM LLC
Washington
$516K +$7.74K +308 +2%
ABC
891
Associated Banc-Corp
Wisconsin
$514K -$158K -6,477 -24%
MP
892
McDonald Partners
Ohio
$512K – – –
DF
893
DecisionPoint Financial
Arizona
$511K – – –
AAP
894
Arax Advisory Partners
Colorado
$510K +$28.1K +1,149 +6%
RWM
895
Rockwood Wealth Management
Pennsylvania
$508K – – –
MWA
896
Motive Wealth Advisors
Michigan
$505K – – –
BC
897
Brio Consultants
California
$494K +$68.4K +2,800 +16%
VWA
898
VSM Wealth Advisory
Maryland
$494K -$9.79M -353,825 -95%
GWM
899
GSB Wealth Management
Connecticut
$493K -$16.2K -661 -3%
MWA
900
Martel Wealth Advisors
Washington
$491K +$1.25K +51 +0.3%
34 35
36
37 38