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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 %
MWM
1201
Mattern Wealth Management
Kansas
$208K +$208K +8,496 New
CWA
1202
Centennial Wealth Advisory
Michigan
$207K +$207K +8,478 New
GWSG
1203
GPS Wealth Strategies Group
Colorado
$207K +$49 +2 +0%
AF
1204
Amara Financial
California
$206K +$206K +8,424 New
MG
1205
Mather Group
Illinois
$206K -$249K -10,169 -55%
CWS
1206
Cypress Wealth Services
California
$205K +$205K +8,369 New
VCP
1207
Verus Capital Partners
Arizona
$204K +$204K +8,340 New
LB
1208
Legacy Bridge
Iowa
$202K +$4.79K +196 +2%
AAS
1209
Annex Advisory Services
Wisconsin
$201K +$201K +8,220 New
YWM
1210
Yukon Wealth Management
Kansas
$201K +$201K +8,205 New
APW
1211
Austin Private Wealth
Texas
$200K +$200K +8,200 New
BCMLT
1212
Beacon Capital Management LLC (Tennessee)
Tennessee
$196K +$562 +23 +0.3%
TIM
1213
Total Investment Management
Arizona
$186K +$186K +7,622 New
POIA
1214
Pin Oak Investment Advisors
Texas
$186K +$54K +2,457 +41%
ACM
1215
Accent Capital Management
Ohio
$183K – – –
FIM
1216
FWL Investment Management
Texas
$178K -$1.64K -67 -0.9%
UB
1217
UMB Bank
Missouri
$176K – – –
PP
1218
PDS Planning
Ohio
$168K -$396K -16,211 -70%
AWM
1219
Atticus Wealth Management
Florida
$161K +$26K +1,065 +19%
SIS
1220
Sound Income Strategies
Florida
$161K -$109K -4,471 -40%
BDPWM
1221
Barnes Dennig Private Wealth Management
Ohio
$160K – – –
NG
1222
NWK Group
California
$153K – – –
OAJ
1223
Ogorek Anthony Joseph
New York
$151K – – –
CIM
1224
Contravisory Investment Management
Massachusetts
$149K -$1K -41 -0.7%
TCOT
1225
Trust Company of Toledo
Ohio
$149K +$149K +6,078 New
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49
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