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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 %
CS
1176
Crescent Sterling
Louisiana
$222K +$222K +9,070 New
NAMNJ
1177
NorthStar Asset Management (New Jersey)
New Jersey
$222K +$222K +9,066 New
BDFN
1178
Bond & Devick Financial Network
Minnesota
$220K +$220K +9,018 New
IF
1179
Intrua Financial
Texas
$220K -$30.2K -1,236 -12%
RFA
1180
Rollins Financial Advisors
New York
$219K -$78.7K -3,222 -26%
MMCM
1181
Murphy & Mullick Capital Management
New York
$219K +$50K +2,000 +30%
SSA
1182
Sierra Summit Advisors
Nevada
$219K -$5.38K -220 -2%
SIAP
1183
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K +$217K +8,897 New
LDB
1184
Lee, Danner & Bass
Tennessee
$217K +$217K +8,893 New
BWL
1185
Beacon Wealthcare LLC
North Carolina
$217K +$217K +8,889 New
BMD
1186
Better Money Decisions
New Mexico
$217K +$217K +8,876 New
DPI
1187
Diversified Portfolios Inc
Michigan
$216K -$44.9K -1,837 -17%
PCM
1188
Presidio Capital Management
California
$214K +$214K +8,772 New
CCMG
1189
Clark Capital Management Group
Pennsylvania
$214K -$70K -2,863 -25%
LNWWM
1190
Laird Norton Wetherby Wealth Management
California
$213K +$213K +8,729 New
MA
1191
MKT Advisors
California
$213K +$213K +8,691 New
CISOA
1192
Capital Investment Services of America
Wisconsin
$212K +$212K +8,670 New
UF
1193
Univest Financial
Pennsylvania
$212K -$23.5K -962 -10%
2L
1194
25 LLC
Missouri
$210K +$210K +8,599 New
SFG
1195
Sovereign Financial Group
Connecticut
$210K +$210K +8,580 New
CCT
1196
Capital City Trust
Florida
$209K +$209K +8,553 New
PFS
1197
Prospera Financial Services
Texas
$208K +$208K +8,527 New
EWM
1198
Evercore Wealth Management
New York
$208K +$208K +8,523 New
MWM
1199
Mattern Wealth Management
Kansas
$208K +$208K +8,496 New
CWA
1200
Centennial Wealth Advisory
Michigan
$207K +$207K +8,478 New
46 47
48
49 50