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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 %
CIAS
1226
CBIZ Investment Advisory Services
Ohio
$134K – – –
GCM
1227
Gables Capital Management
Florida
$123K – – –
HWA
1228
Heritage Wealth Advisors
Virginia
$122K – – –
OW
1229
Olistico Wealth
Oklahoma
$120K – – –
SC
1230
Stephens Consulting
Michigan
$119K +$5.01K +205 +4%
KSWA
1231
Kathleen S. Wright Associates
Pennsylvania
$112K +$1.42K +58 +1%
DI
1232
DAGCO Inc
Ohio
$110K – – –
FFWM
1233
Future Financial Wealth Management
Ohio
$110K – – –
LWA
1234
Lowe Wealth Advisors
Maryland
$107K -$24.8K -1,015 -19%
HHGA
1235
Halbert Hargrove Global Advisors
California
$106K – – –
TC
1236
Trust Company
Kansas
$105K +$105K +4,300 New
NSIM
1237
North Star Investment Management
Illinois
$104K +$7.04K +288 +7%
PC
1238
Promus Capital
Illinois
$102K – – –
IF
1239
Integrity Financial
Wyoming
$98.8K – – –
RMP
1240
Richards, Merrill & Peterson
Washington
$95.8K -$12.2K -500 -11%
RF
1241
Rossby Financial
Florida
$93.8K -$11K -450 -10%
GWS
1242
Glassman Wealth Services
Virginia
$90.5K – – –
BC
1243
Bulwark Capital
Florida
$87.3K +$87.3K +3,570 New
RP
1244
Rice Partnership
Hawaii
$84.4K – – –
HNW
1245
High Note Wealth
Minnesota
$80.9K – – –
CFS
1246
CGC Financial Services
Oregon
$73.3K – – –
SIC
1247
SJS Investment Consulting
Ohio
$71.9K -$3.81K -156 -5%
SS
1248
Sunbelt Securities
Texas
$71.2K -$24.7K -1,065 -26%
ACA
1249
American Capital Advisory
Idaho
$66.9K +$196 +8 +0.3%
FFO
1250
Fortitude Family Office
Arizona
$66.7K – – –
48 49
50
51 52