SCHX icon

Schwab US Large- Cap ETF

1,386 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 131 funds opening new positions, 546 increasing their positions, 499 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.67M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
101
Ashton Thomas Private Wealth
Arizona
$34.9M
AA
102
Ashford Advisors
New York
$34.7M
SFA
103
Sequoia Financial Advisors
Ohio
$34.5M
BAM
104
Belpointe Asset Management
Nevada
$33.7M
CWM
105
Congress Wealth Management
Massachusetts
$33.3M
FI
106
FIDELIS iM
Oregon
$33M
CWG
107
Cornerstone Wealth Group
North Carolina
$32.5M
MFC
108
Morris Financial Concepts
South Carolina
$32.4M
FVWA
109
Foster Victor Wealth Advisors
South Carolina
$32.4M
AIM
110
Athena Investment Management
California
$32.3M
VAS
111
Valicenti Advisory Services
New York
$32.3M
FCA
112
Fortis Capital Advisors
Kansas
$32.2M
BA
113
Ballast Advisors
Minnesota
$32.2M
Osaic Holdings
114
Osaic Holdings
Arizona
$32M
OIA
115
OneDigital Investment Advisors
Kansas
$31.9M
PPH
116
Pure Portfolios Holdings
Oregon
$31.9M
MCM
117
MAI Capital Management
Ohio
$31.8M
SLT
118
St Louis Trust
Missouri
$31.7M
BWM
119
Bernard Wealth Management
Michigan
$31.7M
GG
120
Gleason Group
Kentucky
$31.3M
MSFS
121
Main Street Financial Solutions
Pennsylvania
$31.2M
Fidelity Investments
122
Fidelity Investments
Massachusetts
$31.1M
MFGP
123
Marshall Financial Group (Pennsylvania)
Pennsylvania
$30.6M
HWM
124
HRC Wealth Management
Idaho
$30.5M
DAS
125
Dynamic Advisor Solutions
Arizona
$30.4M