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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 %
WG
1101
Welch Group
Alabama
$263K +$34.2K +1,400 +15%
QPWM
1102
Quadrant Private Wealth Management
Pennsylvania
$262K +$262K +10,721 New
SL
1103
Salomon & Ludwin
Virginia
$262K +$19.6K +798 +8%
MWM
1104
Mindset Wealth Management
Indiana
$261K +$342 +14 +0.1%
CFO
1105
Collective Family Office
Pennsylvania
$261K -$124K -5,060 -32%
MIC
1106
Meridian Investment Counsel
California
$261K +$20.1K +821 +8%
WHCFA
1107
William Howard & Co Financial Advisors
Tennessee
$261K +$782 +32 +0.3%
JFGIW
1108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K +$953 +39 +0.4%
SAM
1109
SP Asset Management
California
$259K +$24 +1 +0%
AI
1110
Accredited Investors
Minnesota
$258K +$171 +7 +0.1%
GM
1111
GeoWealth Management
Illinois
$258K -$84.1K -3,440 -25%
SSWG
1112
Seven Springs Wealth Group
Tennessee
$258K +$258K +10,542 New
WCM
1113
WealthBridge Capital Management
Ohio
$257K +$257K +10,505 New
EFM
1114
Eley Financial Management
Vermont
$257K – – –
SCA
1115
Stonebridge Capital Advisors
Minnesota
$256K -$56.3K -2,304 -18%
GWSA
1116
Global Wealth Strategies & Associates
Colorado
$255K -$2.66K -109 -1%
CWA
1117
Capital Wealth Alliance
Arizona
$253K +$6.72K +275 +3%
AC
1118
Apella Capital
Connecticut
$253K – – –
FA
1119
FSA Advisors
Michigan
$253K -$41.6K -1,702 -14%
BWM
1120
Brown Wealth Management
Illinois
$253K -$10.6K -433 -4%
GWAM
1121
Guardian Wealth Advisors (Minnesota)
Minnesota
$253K – – –
QWP
1122
Quotient Wealth Partners
Texas
$252K – – –
AFA
1123
AA Financial Advisors
Ohio
$251K +$251K +10,262 New
SI
1124
Shaker Investments
Ohio
$250K +$464 +19 +0.2%
PCH
1125
PGIM Custom Harvest
New Jersey
$249K -$126K -5,136 -33%
43 44
45
46 47