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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 %
BWL
1126
Bogart Wealth LLC
Virginia
$249K +$30.2K +1,236 +14%
RIP
1127
RAM Investment Partners
Washington
$248K – – –
BAS
1128
Breakthru Advisory Services
Wisconsin
$248K – – –
DIM
1129
Delta Investment Management
California
$247K -$17.5K -718 -7%
SFG
1130
SevenBridge Financial Group
Pennsylvania
$246K – – –
IWN
1131
Independent Wealth Network
Iowa
$245K +$8.85K +362 +4%
FFG
1132
Fiduciary Financial Group
California
$245K +$636 +26 +0.3%
SFC
1133
SYM Financial Corp
Indiana
$244K +$43.3K +1,770 +22%
AWAG
1134
ARS Wealth Advisors Group
Florida
$244K +$244K +9,968 New
CIA
1135
Choate Investment Advisors
Massachusetts
$243K – – –
FPW
1136
Fairvoy Private Wealth
Alabama
$243K -$171 -7 -0.1%
SM
1137
Sensible Money
Arizona
$242K – – –
PWMAG
1138
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$24.1K -987 -9%
BFG
1139
Beacon Financial Group
Texas
$241K – – –
EL
1140
EWA LLC
Pennsylvania
$241K -$14.9K -611 -6%
DWP
1141
Daymark Wealth Partners
Ohio
$240K +$240K +9,824 New
MWP
1142
Madison Wealth Partners
Wisconsin
$240K +$147 +6 +0.1%
PF
1143
Penney Financial
Texas
$240K – – –
MMA
1144
Miracle Mile Advisors
California
$240K -$19K -778 -7%
BEI
1145
Benjamin Edwards Inc
Missouri
$240K +$240K +9,807 New
SWM
1146
Segment Wealth Management
Texas
$239K +$4.47K +183 +2%
LSC
1147
Lesa Sroufe & Co
Washington
$238K -$247K -10,105 -51%
SRWM
1148
Shira Ridge Wealth Management
California
$238K – – –
WWM
1149
Wagner Wealth Management
South Carolina
$238K -$90.2K -3,692 -28%
FAC
1150
Financial Advisory Corporation
Michigan
$236K +$4.2K +172 +2%
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46
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