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

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$29.9M
2
US Bancorp
2
US Bancorp
Minnesota
$5.04B
3
SF
3
Symphony Financial
Texas
$223K
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$271M
5
LFG
5
Leverty Financial Group
Wisconsin
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1151
Foguth Wealth Management
Michigan
$235K -$55.6K -2,276 -19%
PMSA
1152
Patrick M. Sweeney & Associates
Illinois
$234K +$25 +1 +0%
GSWM
1153
Golden State Wealth Management
California
$234K +$7.92K +324 +3%
BSG
1154
Black Swift Group
Colorado
$234K – – –
CWP
1155
Capital Wealth Planning
Florida
$232K +$3.96K +162 +2%
SPG
1156
Strategic Planning Group
Utah
$232K -$38.9K -1,591 -14%
PCA
1157
Purkiss Capital Advisors
Connecticut
$230K +$230K +9,410 New
MAG
1158
M3 Advisory Group
Massachusetts
$229K – – –
ACA
1159
Affinity Capital Advisors
California
$229K +$229K +9,388 New
HP
1160
Haven Private
Florida
$229K -$4.45K -182 -2%
SW
1161
SteelPeak Wealth
California
$228K -$9.75K -399 -4%
IWM
1162
Inlight Wealth Management
Georgia
$228K +$3.01K +123 +1%
SFG
1163
Socha Financial Group
New York
$227K +$227K +9,302 New
DWA
1164
Delap Wealth Advisory
Oregon
$227K +$227K +9,300 New
AWM
1165
Aprio Wealth Management
Georgia
$226K -$185K -7,555 -45%
HCMG
1166
Howard Capital Management Group
California
$226K – – –
TA
1167
Tactive Advisors
Florida
$225K +$225K +9,206 New
WI
1168
WBI Investments
New Jersey
$224K +$224K +9,172 New
CSA
1169
Cottage Street Advisors
Massachusetts
$224K +$489 +20 +0.2%
OFS
1170
OneAscent Financial Services
Alabama
$224K +$224K +9,183 New
SI
1171
Stephens Inc
Arkansas
$224K – – –
SF
1172
Symphony Financial
Texas
$223K -$170M -18,252 -100%
PAM
1173
Pegasus Asset Management
New York
$223K – – –
AWM
1174
Accel Wealth Management
Iowa
$223K +$223K +9,127 New
RF
1175
Robbins Farley
New Hampshire
$222K -$16.8K -686 -7%
45 46
47
48 49