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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 %
MWM
926
MBE Wealth Management
Wisconsin
$450K -$2K -82 -0.4%
PP
927
Patten & Patten
Tennessee
$450K -$440 -18 -0.1%
RRA
928
Round Rock Advisors
Connecticut
$449K – – –
DP
929
DDD Partners
Washington
$448K -$14.4K -588 -3%
VA
930
Vident Advisory
Georgia
$446K +$1.66K +68 +0.4%
AL
931
ACAS LLC
California
$446K -$8.84K -346 -2%
PB
932
Pinnacle Bancorp
Nebraska
$444K +$53.5K +2,190 +14%
BRIA
933
Balanced Rock Investment Advisors
Massachusetts
$443K -$342 -14 -0.1%
SAW
934
Signal Advisors Wealth
Michigan
$443K -$48K -1,966 -10%
HNB
935
Huntington National Bank
Ohio
$442K -$550K – –
GAM
936
GEM Asset Management
Michigan
$442K +$124K +5,035 +39%
CCP
937
Carmel Capital Partners
California
$440K – – –
PTB
938
Pioneer Trust Bank
Oregon
$440K – – –
PFA
939
Pathway Financial Advisors
Vermont
$436K – – –
TA
940
TPG Advisors
Illinois
$436K +$367 +15 +0.1%
JFG
941
JDM Financial Group
Texas
$435K +$48.8K +1,997 +13%
BAM
942
Bellevue Asset Management
Washington
$435K +$98 +4 +0%
GLA
943
Good Life Advisors
Pennsylvania
$434K +$434K +17,761 New
GWA
944
Geometric Wealth Advisors
District of Columbia
$434K – – –
FFM
945
Forum Financial Management
Illinois
$433K +$5.62K +230 +1%
AIA
946
Armor Investment Advisors
North Carolina
$432K – – –
CFA
947
Capstone Financial Advisors
Illinois
$429K +$36K +1,473 +9%
AIM
948
AHL Investment Management
Florida
$426K -$78.2K -3,200 -16%
PAM
949
Peak Asset Management
Colorado
$426K – – –
RCA
950
Riverview Capital Advisers
Massachusetts
$425K +$1.12K +46 +0.3%
36 37
38
39 40