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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 %
AWM
1176
Accel Wealth Management
Iowa
$223K +$223K +9,127 New
RF
1177
Robbins Farley
New Hampshire
$222K -$16.8K -686 -7%
CS
1178
Crescent Sterling
Louisiana
$222K +$222K +9,070 New
NAMNJ
1179
NorthStar Asset Management (New Jersey)
New Jersey
$222K +$222K +9,066 New
BDFN
1180
Bond & Devick Financial Network
Minnesota
$220K +$220K +9,018 New
IF
1181
Intrua Financial
Texas
$220K -$30.2K -1,236 -12%
RFA
1182
Rollins Financial Advisors
New York
$219K -$78.7K -3,222 -26%
MMCM
1183
Murphy & Mullick Capital Management
New York
$219K +$50K +2,000 +30%
SSA
1184
Sierra Summit Advisors
Nevada
$219K -$5.38K -220 -2%
SIAP
1185
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K +$217K +8,897 New
LDB
1186
Lee, Danner & Bass
Tennessee
$217K +$217K +8,893 New
BWL
1187
Beacon Wealthcare LLC
North Carolina
$217K +$217K +8,889 New
BMD
1188
Better Money Decisions
New Mexico
$217K +$217K +8,876 New
DPI
1189
Diversified Portfolios Inc
Michigan
$216K -$44.9K -1,837 -17%
PCM
1190
Presidio Capital Management
California
$214K +$214K +8,772 New
CCMG
1191
Clark Capital Management Group
Pennsylvania
$214K -$70K -2,863 -25%
LNWWM
1192
Laird Norton Wetherby Wealth Management
California
$213K +$213K +8,729 New
MA
1193
MKT Advisors
California
$213K +$213K +8,691 New
CISOA
1194
Capital Investment Services of America
Wisconsin
$212K +$212K +8,670 New
UF
1195
Univest Financial
Pennsylvania
$212K -$23.5K -962 -10%
2L
1196
25 LLC
Missouri
$210K +$210K +8,599 New
SFG
1197
Sovereign Financial Group
Connecticut
$210K +$210K +8,580 New
CCT
1198
Capital City Trust
Florida
$209K +$209K +8,553 New
PFS
1199
Prospera Financial Services
Texas
$208K +$208K +8,527 New
EWM
1200
Evercore Wealth Management
New York
$208K +$208K +8,523 New
46 47
48
49 50