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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 %
CF
1051
Clarity Financial
Texas
$316K – – –
FWS
1052
FinDec Wealth Services
California
$315K -$281K -11,482 -47%
IAS
1053
Insigneo Advisory Services
Florida
$315K +$12.1K +496 +4%
BW
1054
BIP Wealth
Georgia
$315K -$53.5K -2,187 -15%
OCG
1055
Opus Capital Group
Ohio
$314K – – –
OAM
1056
Oppenheimer Asset Management
New York
$312K +$733 +30 +0.2%
RIL
1057
Rothschild Investment LLC
Illinois
$312K – – –
SFG
1058
Stonebridge Financial Group
Pennsylvania
$311K +$136K +5,580 +78%
PWM
1059
PTM Wealth Management
United States
$311K +$4.34K +175 +1%
UCI
1060
Uncommon Cents Investing
Wisconsin
$311K +$311K +12,711 New
WB
1061
Webster Bank
Connecticut
$310K +$310K +12,690 New
CT
1062
Clearstead Trust
Maine
$310K – – –
BSI
1063
Bennett Selby Investments
Maine
$308K – – –
AIIMS
1064
Analyst IMS Investment Management Services
Israel
$308K – – –
TIA
1065
Tiemann Investment Advisors
California
$307K – – –
SCA
1066
Snowden Capital Advisors
New York
$306K +$9.83K +402 +3%
RI
1067
Rinkey Investments
California
$306K -$10.6K -435 -3%
FIC
1068
Family Investment Center
Missouri
$306K -$54.1K -2,214 -15%
CPC
1069
Consolidated Planning Corp
Georgia
$303K – – –
MBFW
1070
Morton Brown Family Wealth
Pennsylvania
$301K – – –
CFG
1071
Carter Financial Group
Illinois
$301K +$301K +12,322 New
BCA
1072
Bay Colony Advisors
Massachusetts
$300K +$38.5K +1,574 +15%
AWM
1073
Austin Wealth Management
Texas
$300K -$209K -8,356 -41%
NCM
1074
Narwhal Capital Management
Georgia
$298K -$13.3K -546 -4%
BWP
1075
Burling Wealth Partners
Illinois
$295K +$1.61K +66 +0.6%
41 42
43
44 45