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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 %
GWSG
1201
GPS Wealth Strategies Group
Colorado
$207K +$49 +2 +0%
AF
1202
Amara Financial
California
$206K +$206K +8,424 New
MG
1203
Mather Group
Illinois
$206K -$249K -10,169 -55%
CWS
1204
Cypress Wealth Services
California
$205K +$205K +8,369 New
VCP
1205
Verus Capital Partners
Arizona
$204K +$204K +8,340 New
LB
1206
Legacy Bridge
Iowa
$202K +$4.79K +196 +2%
AAS
1207
Annex Advisory Services
Wisconsin
$201K +$201K +8,220 New
YWM
1208
Yukon Wealth Management
Kansas
$201K +$201K +8,205 New
APW
1209
Austin Private Wealth
Texas
$200K +$200K +8,200 New
BCMLT
1210
Beacon Capital Management LLC (Tennessee)
Tennessee
$196K +$562 +23 +0.3%
TIM
1211
Total Investment Management
Arizona
$186K +$186K +7,622 New
POIA
1212
Pin Oak Investment Advisors
Texas
$186K +$54K +2,457 +41%
ACM
1213
Accent Capital Management
Ohio
$183K – – –
FIM
1214
FWL Investment Management
Texas
$178K -$1.64K -67 -0.9%
UB
1215
UMB Bank
Missouri
$176K – – –
PP
1216
PDS Planning
Ohio
$168K -$396K -16,211 -70%
AWM
1217
Atticus Wealth Management
Florida
$161K +$26K +1,065 +19%
SIS
1218
Sound Income Strategies
Florida
$161K -$109K -4,471 -40%
BDPWM
1219
Barnes Dennig Private Wealth Management
Ohio
$160K – – –
NG
1220
NWK Group
California
$153K – – –
OAJ
1221
Ogorek Anthony Joseph
New York
$151K – – –
CIM
1222
Contravisory Investment Management
Massachusetts
$149K -$1K -41 -0.7%
TCOT
1223
Trust Company of Toledo
Ohio
$149K +$149K +6,078 New
CMP
1224
Coston McIsaac & Partners
Maine
$145K – – –
OA
1225
Operose Advisors
Wisconsin
$140K +$97.9K +4,006 +231%
47 48
49
50 51