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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 %
FC
1026
Fusion Capital
South Carolina
$336K -$4.96K -203 -1%
MA
1027
Modus Advisors
Minnesota
$336K -$36.7K -1,500 -10%
WCP
1028
Wealthcare Capital Partners
Pennsylvania
$332K -$72K -2,945 -18%
MA
1029
Montag & Associates
Georgia
$332K – – –
BIG
1030
Builder Investment Group
Georgia
$331K +$709 +29 +0.2%
HWA
1031
HCR Wealth Advisors
California
$330K +$330K +13,521 New
Fifth Third Bancorp
1032
Fifth Third Bancorp
Ohio
$330K +$54.8K +2,242 +20%
MCC
1033
Money Concepts Capital
Florida
$330K +$1.34K +55 +0.4%
DC
1034
Davenport & Co
Virginia
$330K -$140K -5,719 -30%
BAM
1035
BOS Asset Management
Illinois
$326K – – –
FMII
1036
Farmers & Merchants Investments Inc
Nebraska
$326K -$5.94K -243 -2%
TWA
1037
TCI Wealth Advisors
Arizona
$324K -$11.5K -469 -3%
CWM
1038
Cadence Wealth Management
Massachusetts
$322K +$22K +901 +7%
NFG
1039
Nations Financial Group
Iowa
$321K -$3.1K -127 -1%
ACI
1040
Alpha Cubed Investments
California
$321K +$54.1K +2,214 +20%
PCM
1041
Palouse Capital Management
Washington
$320K +$342 +14 +0.1%
MIM
1042
Macroview Investment Management
Maryland
$320K -$2.93K -120 -0.9%
DIS
1043
Diversified Investment Strategies
Louisiana
$319K -$21.3K -870 -6%
CCAL
1044
City Center Advisors LLC
Michigan
$319K -$139K -5,673 -30%
DBIA
1045
Dumont & Blake Investment Advisors
New Jersey
$319K +$10.6K +433 +3%
ACP
1046
Aviance Capital Partners
Florida
$319K +$4.72K +193 +2%
CAM
1047
Costello Asset Management
Pennsylvania
$318K +$5.08K +208 +2%
BC
1048
Bowman & Company
Wisconsin
$317K +$904 +37 +0.3%
M
1049
MOTCO
Texas
$317K -$6.14K -245 -2%
TWM
1050
Tradition Wealth Management
Minnesota
$317K +$17.6K +721 +6%
40 41
42
43 44