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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,362 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 128 funds opening new positions, 540 increasing their positions, 490 reducing their positions, and 65 closing their positions.

Holders
1,362
Holders Change
+29
Holders Change %
+2.18%
% of All Funds
18.29%
Holding in Top 10
190
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.56%
% of All Funds
2.55%
New
128
Increased
540
Reduced
490
Closed
65
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$663K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$306M
2
Betterment LLC
2
Betterment LLC
New York
$458M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$680M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$485M
5
EWA
5
EP Wealth Advisors
California
$76.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$29.9M
2
US Bancorp
2
US Bancorp
Minnesota
$5.04B
3
SF
3
Symphony Financial
Texas
$223K
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$271M
5
LFG
5
Leverty Financial Group
Wisconsin
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RDWM
76
Red Door Wealth Management
Tennessee
$46.5M 1,903,860 +621,790 +48%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$46.2M 1,889,414 +269,014 +17%
CMP
78
Courage Miller Partners
Virginia
$45.6M 1,864,754 +56,255 +3%
AP
79
Appleton Partners
Massachusetts
$45.6M 1,864,340 -34,387 -2%
VNA
80
Valley National Advisers
Pennsylvania
$45.2M 1,849,912 +46,176 +3%
IAS
81
IMA Advisory Services
Colorado
$44.1M 1,806,295 -2,980 -0.2%
NFG
82
Northeast Financial Group
Pennsylvania
$43.8M 1,793,917 +60,947 +4%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$43.4M 1,773,982 +16,558 +0.9%
EFG
84
Embree Financial Group
Illinois
$42.7M 1,746,011 -65,792 -4%
BFG
85
Bleakley Financial Group
New Jersey
$40M 1,636,106 +1,238,098 +311%
WIA
86
World Investment Advisors
California
$40M 1,635,660 +1,512,278 +1,226%
CL
87
Choreo LLC
Illinois
$39.6M 1,621,940 -566,804 -26%
Goldman Sachs
88
Goldman Sachs
New York
$39.5M 1,616,185 +565,367 +54%
NDSI
89
Newman Dignan & Sheerar Inc
Rhode Island
$38.2M 1,564,224 +7,187 +0.5%
KCPG
90
Kavar Capital Partners Group
Kansas
$38.1M 1,557,780 +123,956 +9%
MWM
91
Modera Wealth Management
New Jersey
$38M 1,553,509 -23,557 -1%
SDWMA
92
Schneider Downs Wealth Management Advisors
Pennsylvania
$37.9M 1,550,228 +41,957 +3%
CPIG
93
Chicago Partners Investment Group
Illinois
$37.9M 1,507,013 +40,363 +3%
AFS
94
Access Financial Services
Minnesota
$37.7M 1,543,164 -45,130 -3%
WSFS
95
Wilmington Savings Fund Society
Delaware
$36.7M 1,502,032 -93,844 -6%
BWA
96
Burt Wealth Advisors
Maryland
$36.1M 1,476,695 +24,991 +2%
MTC
97
Matrix Trust Company
Colorado
$35.4M 1,449,834 +19,312 +1%
SFP
98
Sherwood Financial Partners
California
$35.1M 1,434,888 -25,313 -2%
ATPW
99
Ashton Thomas Private Wealth
Arizona
$34.9M 1,429,052 -4,240 -0.3%
AA
100
Ashford Advisors
New York
$34.7M 1,421,169 -57,394 -4%
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