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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 %
FFG
1076
Fortem Financial Group
California
$294K +$294K +12,049 New
EB
1077
Eastern Bank
Massachusetts
$292K -$40K -1,638 -12%
FWP
1078
Falcon Wealth Planning
California
$291K +$6.94K +284 +2%
CWA
1079
Clarity Wealth Advisors
California
$289K – – –
JF
1080
JSF Financial
California
$288K +$831 +34 +0.3%
SIA
1081
Soltis Investment Advisors
Utah
$288K -$80.1K -3,277 -22%
NEWAS
1082
N.E.W. Advisory Services
Wisconsin
$285K -$97.9K -4,004 -26%
SWP
1083
Strategic Wealth Partners
Ohio
$284K +$284K +11,616 New
MLA
1084
My Legacy Advisors
Oregon
$284K -$4.26K -172 -1%
CT
1085
Colonial Trust
South Carolina
$284K +$831 +34 +0.3%
CSP
1086
Cary Street Partners
Virginia
$282K -$24.4K -1,000 -8%
Koshinski Asset Management
1087
Koshinski Asset Management
Illinois
$282K +$20.5K +839 +8%
MWC
1088
MKD Wealth Coaches
Michigan
$280K +$6.01K +246 +2%
ST
1089
Smithfield Trust
Pennsylvania
$279K – – –
BWP
1090
Balboa Wealth Partners
Arizona
$274K +$274K +11,218 New
SAM
1091
Secure Asset Management
Michigan
$274K +$274K +11,209 New
CAMG
1092
CWA Asset Management Group
Florida
$274K +$274K +11,208 New
SC
1093
Syon Capital
California
$274K +$274K +11,191 New
CICC
1094
Capital Investment Counsel (Colorado)
Colorado
$272K -$115K -4,712 -30%
IFA
1095
Index Fund Advisors
California
$267K -$122 -5 -0%
QP
1096
Quartz Partners
New York
$267K +$267K +10,937 New
MSR
1097
Main Street Research
Connecticut
$266K +$266K +10,898 New
PW
1098
Pandora Wealth
Illinois
$266K – – –
IWP
1099
IAG Wealth Partners
Wisconsin
$265K – – –
ODIJL
1100
One Day In July LLC
Vermont
$265K -$3.98K -163 -1%
42 43
44
45 46