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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 %
EFL
901
ERn Financial LLC
Wisconsin
$490K -$13.3K -545 -3%
RA
902
RFG Advisory
Alabama
$488K -$127K -5,193 -21%
RLWM
903
RF&L Wealth Management
Massachusetts
$486K +$59.9K +2,450 +14%
CGFA
904
Colton Groome Financial Advisors
North Carolina
$485K – – –
CPW
905
Crestmont Private Wealth
Texas
$485K +$31.8K +1,301 +7%
SWA
906
Stratos Wealth Advisors
Ohio
$485K +$587 +24 +0.1%
TF
907
Trek Financial
Arizona
$483K +$46.3K +1,895 +11%
MCM
908
Morton Capital Management
California
$482K +$122 +5 +0%
GB
909
Goepper Burkhardt
South Carolina
$480K +$16.1K +657 +3%
LA
910
LexAurum Advisors
Kansas
$477K +$46.6K +1,908 +11%
RGF
911
Retirement Guys Formula
Ohio
$475K -$18.2K -743 -4%
CFG
912
Clayton Financial Group
Missouri
$474K -$7.82M -320,152 -94%
LWL
913
Leo Wealth LLC
Texas
$472K +$472K +19,321 New
WPW
914
Waldron Private Wealth
Pennsylvania
$472K +$25.7K +1,053 +6%
BTI
915
Blue Trust Inc
Georgia
$470K -$342 -14 -0.1%
ESB
916
Essex Savings Bank
Connecticut
$464K -$12.9K -529 -3%
AFA
917
Arlington Financial Advisors
California
$464K +$24.2K +991 +6%
NB
918
NBT Bank
New York
$461K -$6.53K -267 -1%
JLBC
919
J.L. Bainbridge & Co
Florida
$460K -$43.1K -1,764 -9%
GWM
920
GK Wealth Management
Nevada
$460K +$131K +5,343 +40%
Members Trust
921
Members Trust
Florida
$459K – – –
CCA
922
Cadent Capital Advisors
Oklahoma
$458K +$244 +10 +0.1%
AIA
923
AssuredPartners Investment Advisors
Florida
$457K -$1.05M -42,907 -70%
MIC
924
Means Investment Company
Maine
$455K -$107K -4,379 -19%
WCM
925
Weik Capital Management
Pennsylvania
$453K +$19.6K +800 +5%
35 36
37
38 39