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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 %
STFP
951
Signal Tree Financial Partners
Ohio
$424K -$6.79K -278 -2%
WA
952
WPG Advisers
Maryland
$423K -$13.1K -534 -3%
CF
953
Centaurus Financial
California
$422K +$35.9K +1,468 +9%
GFG
954
Grantvest Financial Group
New Jersey
$422K -$14.7K -603 -3%
EAM
955
Empirical Asset Management
Massachusetts
$421K -$5.13K -210 -1%
OWP
956
Obermeyer Wealth Partners
Colorado
$420K +$420K +17,187 New
PIM
957
Penobscot Investment Management
Massachusetts
$418K – – –
DADC
958
D.A. Davidson & Co
Montana
$417K -$14.2K -582 -3%
FPW
959
Flagship Private Wealth
Massachusetts
$416K – – –
NA
960
Nautilus Advisors
California
$414K +$7.19K +294 +2%
LI
961
Lafayette Investments
Maryland
$414K +$1.49K +61 +0.4%
HI
962
Hudock Inc
Pennsylvania
$413K +$293 +12 +0.1%
TFA
963
Tobias Financial Advisors
Florida
$413K +$24 +1 +0%
SCM
964
Spreng Capital Management
Ohio
$412K -$93.8K -3,837 -19%
NFC
965
Northeast Financial Consultants
Connecticut
$411K – – –
SWM
966
Shakespeare Wealth Management
Wisconsin
$408K +$408K +16,694 New
RW
967
Regimen Wealth
Georgia
$408K +$1.25K +51 +0.3%
Qube Research & Technologies (QRT)
968
Qube Research & Technologies (QRT)
United Kingdom
$405K -$330K -13,514 -45%
YAL
969
Your Advocates Ltd
Texas
$405K -$318K -13,004 -44%
Principal Financial Group
970
Principal Financial Group
Iowa
$404K -$16.1K -658 -4%
REMPR
971
Roof Eidam Maycock Peralta (REMP)
California
$403K – – –
SPW
972
Sonoma Private Wealth
California
$401K – – –
BFA
973
Bright Financial Advisors
Michigan
$398K +$1.17K +48 +0.3%
GKWIM
974
Gerber Kawasaki Wealth & Investment Management
California
$396K -$591K -24,166 -60%
HCP
975
Hexagon Capital Partners
Arkansas
$395K +$31.7K +1,295 +9%
37 38
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