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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 %
WWM
1151
Wagner Wealth Management
South Carolina
$238K -$90.2K -3,692 -28%
FAC
1152
Financial Advisory Corporation
Michigan
$236K +$4.2K +172 +2%
FWM
1153
Foguth Wealth Management
Michigan
$235K -$55.6K -2,276 -19%
PMSA
1154
Patrick M. Sweeney & Associates
Illinois
$234K +$25 +1 +0%
GSWM
1155
Golden State Wealth Management
California
$234K +$7.92K +324 +3%
BSG
1156
Black Swift Group
Colorado
$234K – – –
CWP
1157
Capital Wealth Planning
Florida
$232K +$3.96K +162 +2%
SPG
1158
Strategic Planning Group
Utah
$232K -$38.9K -1,591 -14%
PCA
1159
Purkiss Capital Advisors
Connecticut
$230K +$230K +9,410 New
MAG
1160
M3 Advisory Group
Massachusetts
$229K – – –
ACA
1161
Affinity Capital Advisors
California
$229K +$229K +9,388 New
HP
1162
Haven Private
Florida
$229K -$4.45K -182 -2%
SW
1163
SteelPeak Wealth
California
$228K -$9.75K -399 -4%
IWM
1164
Inlight Wealth Management
Georgia
$228K +$3.01K +123 +1%
SFG
1165
Socha Financial Group
New York
$227K +$227K +9,302 New
DWA
1166
Delap Wealth Advisory
Oregon
$227K +$227K +9,300 New
AWM
1167
Aprio Wealth Management
Georgia
$226K -$185K -7,555 -45%
HCMG
1168
Howard Capital Management Group
California
$226K – – –
TA
1169
Tactive Advisors
Florida
$225K +$225K +9,206 New
WI
1170
WBI Investments
New Jersey
$224K +$224K +9,172 New
CSA
1171
Cottage Street Advisors
Massachusetts
$224K +$489 +20 +0.2%
OFS
1172
OneAscent Financial Services
Alabama
$224K +$224K +9,183 New
SI
1173
Stephens Inc
Arkansas
$224K – – –
SF
1174
Symphony Financial
Texas
$223K -$170M -18,252 -100%
PAM
1175
Pegasus Asset Management
New York
$223K – – –
45 46
47
48 49