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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,369 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, 494 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+35
Holders Change %
+2.62%
% of All Funds
18.36%
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
494
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 %
TSWM
1001
Tyler-Stone Wealth Management
Ohio
$357K +$357K +14,594 New
SS
1002
Sound Stewardship
Kansas
$356K +$5.38K +220 +2%
CAG
1003
Curtis Advisory Group
California
$356K +$18K +737 +5%
ACM
1004
Advisors Capital Management
New Jersey
$355K +$117K +4,792 +49%
FW
1005
Fairway Wealth
Ohio
$351K – – –
LWM
1006
Lighthouse Wealth Management
Ohio
$347K – – –
FA
1007
FC Advisory
Pennsylvania
$347K +$1.49K +61 +0.4%
VV
1008
Verity & Verity
South Carolina
$346K – – –
FD
1009
Financial Designs
California
$346K – – –
FA
1010
Fiducient Advisors
Illinois
$345K – – –
AA
1011
Advisory Alpha
Michigan
$345K +$95K +3,886 +38%
GA
1012
GoalVest Advisory
New York
$345K – – –
LF
1013
LifeSteps Financial
California
$344K +$118K +4,810 +52%
NFA
1014
Northern Financial Advisors
Michigan
$343K +$4.03K +165 +1%
PSA
1015
Plum Street Advisors
Louisiana
$341K -$5.28K -216 -2%
CG
1016
CFO4Life Group
Texas
$341K +$196 +8 +0.1%
TPWA
1017
TRUE Private Wealth Advisors
Oregon
$341K – – –
RWM
1018
Ritholtz Wealth Management
New York
$340K +$46.4K +1,897 +16%
TAM
1019
Titleist Asset Management
Texas
$340K – – –
LGWM
1020
Litman Gregory Wealth Management
California
$339K – – –
EIG
1021
Ellenbecker Investment Group
Wisconsin
$339K -$4.67K -191 -1%
PIA
1022
Panoramic Investment Advisors
Colorado
$338K +$733 +30 +0.2%
WA
1023
Waddell & Associates
Tennessee
$338K +$338K +13,815 New
SIA
1024
SeaBridge Investment Advisors
New Jersey
$337K – – –
FC
1025
Fusion Capital
South Carolina
$336K -$4.96K -203 -1%
39 40
41
42 43