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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 %
HCMT
976
Highland Capital Management (Tennessee)
Tennessee
$394K – – –
LJAC
977
L.J. Altfest & Co
New York
$394K -$118K -4,833 -23%
PMG
978
ProVise Management Group
Florida
$394K -$9.78K -400 -2%
CFS
979
CRA Financial Services
New Jersey
$393K +$129K +5,273 +49%
CTC
980
Central Trust Company
Missouri
$388K +$1.56K +64 +0.4%
BWA
981
Bordeaux Wealth Advisors
California
$388K -$94.6K -3,871 -20%
CPCM
982
Cardinal Point Capital Management
Ontario, Canada
$388K +$376K +376,372 +3,376%
SWM
983
Seaside Wealth Management
California
$387K – – –
SAA
984
Southeast Asset Advisors
Georgia
$383K +$7.82K +320 +2%
PW
985
Paladin Wealth
Minnesota
$382K +$382K +15,613 New
AGP
986
Aspire Growth Partners
Florida
$380K +$1.12K +46 +0.3%
ACM
987
Aspen Capital Management
Idaho
$379K +$244 +10 +0.1%
TCM
988
Traub Capital Management
Massachusetts
$379K +$379K +15,491 New
GIA
989
Guyasuta Investment Advisors
Pennsylvania
$375K +$538 +22 +0.1%
BWP
990
BSW Wealth Partners
Colorado
$374K -$9.51K -389 -2%
FF
991
Francis Financial
$374K – – –
DFA
992
DHJJ Financial Advisors
Illinois
$374K -$31.7K -1,299 -8%
RBC
993
Romano Brothers & Co
Illinois
$372K +$3.52K +144 +1%
BWFA
994
Baltimore-Washington Financial Advisors
Maryland
$371K -$5.21K -213 -1%
FLA
995
Financial Life Advisors
Texas
$367K – – –
CFG
996
Certior Financial Group
Pennsylvania
$364K -$15.1K -617 -4%
CIAS
997
Capital Investment Advisory Services
North Carolina
$364K +$6.77K +277 +2%
GF
998
Gries Financial
Ohio
$362K -$196K -8,028 -35%
ML
999
Mayport LLC
Massachusetts
$361K +$28.4K +1,161 +9%
WW
1000
Westshore Wealth
California
$361K +$1.05K +43 +0.3%
38 39
40
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