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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 %
MA
1026
Modus Advisors
Minnesota
$336K -$36.7K -1,500 -10%
WCP
1027
Wealthcare Capital Partners
Pennsylvania
$332K -$72K -2,945 -18%
MA
1028
Montag & Associates
Georgia
$332K – – –
BIG
1029
Builder Investment Group
Georgia
$331K +$709 +29 +0.2%
HWA
1030
HCR Wealth Advisors
California
$330K +$330K +13,521 New
Fifth Third Bancorp
1031
Fifth Third Bancorp
Ohio
$330K +$54.8K +2,242 +20%
MCC
1032
Money Concepts Capital
Florida
$330K +$1.34K +55 +0.4%
DC
1033
Davenport & Co
Virginia
$330K -$140K -5,719 -30%
BAM
1034
BOS Asset Management
Illinois
$326K – – –
FMII
1035
Farmers & Merchants Investments Inc
Nebraska
$326K -$5.94K -243 -2%
TWA
1036
TCI Wealth Advisors
Arizona
$324K -$11.5K -469 -3%
CWM
1037
Cadence Wealth Management
Massachusetts
$322K +$22K +901 +7%
NFG
1038
Nations Financial Group
Iowa
$321K -$3.1K -127 -1%
ACI
1039
Alpha Cubed Investments
California
$321K +$54.1K +2,214 +20%
PCM
1040
Palouse Capital Management
Washington
$320K +$342 +14 +0.1%
MIM
1041
Macroview Investment Management
Maryland
$320K -$2.93K -120 -0.9%
DIS
1042
Diversified Investment Strategies
Louisiana
$319K -$21.3K -870 -6%
CCAL
1043
City Center Advisors LLC
Michigan
$319K -$139K -5,673 -30%
DBIA
1044
Dumont & Blake Investment Advisors
New Jersey
$319K +$10.6K +433 +3%
ACP
1045
Aviance Capital Partners
Florida
$319K +$4.72K +193 +2%
CAM
1046
Costello Asset Management
Pennsylvania
$318K +$5.08K +208 +2%
BC
1047
Bowman & Company
Wisconsin
$317K +$904 +37 +0.3%
M
1048
MOTCO
Texas
$317K -$6.14K -245 -2%
TWM
1049
Tradition Wealth Management
Minnesota
$317K +$17.6K +721 +6%
CF
1050
Clarity Financial
Texas
$316K – – –
40 41
42
43 44