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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,362 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 128 funds opening new positions, 540 increasing their positions, 490 reducing their positions, and 65 closing their positions.

Holders
1,362
Holders Change
+29
Holders Change %
+2.18%
% of All Funds
18.29%
Holding in Top 10
190
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.56%
% of All Funds
2.55%
New
128
Increased
540
Reduced
490
Closed
65
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$663K

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 Market Value Shares Shares
Change 		Shares
Change %
SFA
101
Sequoia Financial Advisors
Ohio
$34.5M 1,410,397 -1,124,082 -44%
BAM
102
Belpointe Asset Management
Nevada
$33.7M 1,379,250 -5,525 -0.4%
CWM
103
Congress Wealth Management
Massachusetts
$33.3M 1,361,734 +392 +0%
FI
104
FIDELIS iM
Oregon
$33M 1,351,106 +12,108 +0.9%
CWG
105
Cornerstone Wealth Group
North Carolina
$32.5M 1,331,049 -26,173 -2%
MFC
106
Morris Financial Concepts
South Carolina
$32.4M 1,327,241 -50,558 -4%
FVWA
107
Foster Victor Wealth Advisors
South Carolina
$32.4M 1,308,401 -15,572 -1%
AIM
108
Athena Investment Management
California
$32.3M 1,321,308 -268 -0%
VAS
109
Valicenti Advisory Services
New York
$32.3M 1,320,728 -3,782 -0.3%
FCA
110
Fortis Capital Advisors
Kansas
$32.2M 1,317,647 -27,656 -2%
BA
111
Ballast Advisors
Minnesota
$32.2M 1,316,693 -5,144 -0.4%
OIA
112
OneDigital Investment Advisors
Kansas
$31.9M 1,305,338 -286,091 -18%
PPH
113
Pure Portfolios Holdings
Oregon
$31.9M 1,304,009 -112,684 -8%
MCM
114
MAI Capital Management
Ohio
$31.8M 1,302,510 -7,539 -0.6%
SLT
115
St Louis Trust
Missouri
$31.7M 1,297,295 +244,304 +23%
BWM
116
Bernard Wealth Management
Michigan
$31.7M 1,297,177 -37,355 -3%
GG
117
Gleason Group
Kentucky
$31.3M 1,279,519 -26,048 -2%
MSFS
118
Main Street Financial Solutions
Pennsylvania
$31.2M 1,277,120 +45,701 +4%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$31.1M 1,271,620 +157,262 +14%
MFGP
120
Marshall Financial Group (Pennsylvania)
Pennsylvania
$30.6M 1,252,919 -139,116 -10%
HWM
121
HRC Wealth Management
Idaho
$30.5M 1,248,091 +84,905 +7%
DAS
122
Dynamic Advisor Solutions
Arizona
$30.4M 1,245,743 +167 +0%
BA
123
Bristlecone Advisors
Washington
$30.1M 1,233,593 -27,308 -2%
CFIA
124
Cantor Fitzgerald Investment Advisors
New York
$30.1M 1,233,489 +81,856 +7%
Stifel Financial
125
Stifel Financial
Missouri
$29.9M 1,224,976 -253,886 -17%
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5
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