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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
18.37%
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 %
PS
1126
Pinney & Scofield
Massachusetts
$249K – – –
HNWAG
1127
High Net Worth Advisory Group
Florida
$249K -$6.62K -271 -3%
BWL
1128
Bogart Wealth LLC
Virginia
$249K +$30.2K +1,236 +14%
RIP
1129
RAM Investment Partners
Washington
$248K – – –
BAS
1130
Breakthru Advisory Services
Wisconsin
$248K – – –
DIM
1131
Delta Investment Management
California
$247K -$17.5K -718 -7%
SFG
1132
SevenBridge Financial Group
Pennsylvania
$246K – – –
IWN
1133
Independent Wealth Network
Iowa
$245K +$8.85K +362 +4%
FFG
1134
Fiduciary Financial Group
California
$245K +$636 +26 +0.3%
SFC
1135
SYM Financial Corp
Indiana
$244K +$43.3K +1,770 +22%
AWAG
1136
ARS Wealth Advisors Group
Florida
$244K +$244K +9,968 New
CIA
1137
Choate Investment Advisors
Massachusetts
$243K – – –
FPW
1138
Fairvoy Private Wealth
Alabama
$243K -$171 -7 -0.1%
SM
1139
Sensible Money
Arizona
$242K – – –
PWMAG
1140
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$24.1K -987 -9%
BFG
1141
Beacon Financial Group
Texas
$241K – – –
EL
1142
EWA LLC
Pennsylvania
$241K -$14.9K -611 -6%
DWP
1143
Daymark Wealth Partners
Ohio
$240K +$240K +9,824 New
MWP
1144
Madison Wealth Partners
Wisconsin
$240K +$147 +6 +0.1%
PF
1145
Penney Financial
Texas
$240K – – –
MMA
1146
Miracle Mile Advisors
California
$240K -$19K -778 -7%
BEI
1147
Benjamin Edwards Inc
Missouri
$240K +$240K +9,807 New
SWM
1148
Segment Wealth Management
Texas
$239K +$4.47K +183 +2%
LSC
1149
Lesa Sroufe & Co
Washington
$238K -$247K -10,105 -51%
SRWM
1150
Shira Ridge Wealth Management
California
$238K – – –
44 45
46
47 48