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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
18.36%
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
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 %
PWA
1001
Peterson Wealth Advisors
Utah
$361K +$64.9K +2,657 +22%
TSWM
1002
Tyler-Stone Wealth Management
Ohio
$357K +$357K +14,594 New
SS
1003
Sound Stewardship
Kansas
$356K +$5.38K +220 +2%
CAG
1004
Curtis Advisory Group
California
$356K +$18K +737 +5%
ACM
1005
Advisors Capital Management
New Jersey
$355K +$117K +4,792 +49%
FW
1006
Fairway Wealth
Ohio
$351K – – –
LWM
1007
Lighthouse Wealth Management
Ohio
$347K – – –
FA
1008
FC Advisory
Pennsylvania
$347K +$1.49K +61 +0.4%
VV
1009
Verity & Verity
South Carolina
$346K – – –
FD
1010
Financial Designs
California
$346K – – –
FA
1011
Fiducient Advisors
Illinois
$345K – – –
AA
1012
Advisory Alpha
Michigan
$345K +$95K +3,886 +38%
GA
1013
GoalVest Advisory
New York
$345K – – –
LF
1014
LifeSteps Financial
California
$344K +$118K +4,810 +52%
NFA
1015
Northern Financial Advisors
Michigan
$343K +$4.03K +165 +1%
PSA
1016
Plum Street Advisors
Louisiana
$341K -$5.28K -216 -2%
CG
1017
CFO4Life Group
Texas
$341K +$196 +8 +0.1%
TPWA
1018
TRUE Private Wealth Advisors
Oregon
$341K – – –
RWM
1019
Ritholtz Wealth Management
New York
$340K +$46.4K +1,897 +16%
TAM
1020
Titleist Asset Management
Texas
$340K – – –
LGWM
1021
Litman Gregory Wealth Management
California
$339K – – –
EIG
1022
Ellenbecker Investment Group
Wisconsin
$339K -$4.67K -191 -1%
PIA
1023
Panoramic Investment Advisors
Colorado
$338K +$733 +30 +0.2%
WA
1024
Waddell & Associates
Tennessee
$338K +$338K +13,815 New
SIA
1025
SeaBridge Investment Advisors
New Jersey
$337K – – –
39 40
41
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