SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,368 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, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,368
Holders Change
+35
Holders Change %
+2.63%
% of All Funds
18.35%
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
493
Closed
65
Calls
$1.67M
Puts
–
Net Calls
+$1.67M
Net Calls Change
+$603K

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$306M
2
Betterment LLC
Betterment LLC
New York
$458M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$680M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$485M
5
EWA
EP Wealth Advisors
California
$76.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$29.9M
2
US Bancorp
US Bancorp
Minnesota
$5.04B
3
SF
Symphony Financial
Texas
$223K
4
PCIA
Prime Capital Investment Advisors
Kansas
$271M
5
LFG
Leverty Financial Group
Wisconsin
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
1076
Falcon Wealth Planning
California
$291K +$6.94K +284 +2%
CWA
1077
Clarity Wealth Advisors
California
$289K – – –
JF
1078
JSF Financial
California
$288K +$831 +34 +0.3%
SIA
1079
Soltis Investment Advisors
Utah
$288K -$80.1K -3,277 -22%
NEWAS
1080
N.E.W. Advisory Services
Wisconsin
$285K -$97.9K -4,004 -26%
SWP
1081
Strategic Wealth Partners
Ohio
$284K +$284K +11,616 New
MLA
1082
My Legacy Advisors
Oregon
$284K -$4.26K -172 -1%
CT
1083
Colonial Trust
South Carolina
$284K +$831 +34 +0.3%
CSP
1084
Cary Street Partners
Virginia
$282K -$24.4K -1,000 -8%
Koshinski Asset Management
1085
Koshinski Asset Management
Illinois
$282K +$20.5K +839 +8%
MWC
1086
MKD Wealth Coaches
Michigan
$280K +$6.01K +246 +2%
ST
1087
Smithfield Trust
Pennsylvania
$279K – – –
BWP
1088
Balboa Wealth Partners
Arizona
$274K +$274K +11,218 New
SAM
1089
Secure Asset Management
Michigan
$274K +$274K +11,209 New
CAMG
1090
CWA Asset Management Group
Florida
$274K +$274K +11,208 New
SC
1091
Syon Capital
California
$274K +$274K +11,191 New
CICC
1092
Capital Investment Counsel (Colorado)
Colorado
$272K -$115K -4,712 -30%
IFA
1093
Index Fund Advisors
California
$267K -$122 -5 -0%
QP
1094
Quartz Partners
New York
$267K +$267K +10,937 New
MSR
1095
Main Street Research
Connecticut
$266K +$266K +10,898 New
PW
1096
Pandora Wealth
Illinois
$266K – – –
IWP
1097
IAG Wealth Partners
Wisconsin
$265K – – –
ODIJL
1098
One Day In July LLC
Vermont
$265K -$3.98K -163 -1%
WG
1099
Welch Group
Alabama
$263K +$34.2K +1,400 +15%
QPWM
1100
Quadrant Private Wealth Management
Pennsylvania
$262K +$262K +10,721 New
42 43
44
45 46