SCHX icon

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 %
CMP
1226
Coston McIsaac & Partners
Maine
$145K – – –
OA
1227
Operose Advisors
Wisconsin
$140K +$97.9K +4,006 +231%
CIAS
1228
CBIZ Investment Advisory Services
Ohio
$134K – – –
GCM
1229
Gables Capital Management
Florida
$123K – – –
HWA
1230
Heritage Wealth Advisors
Virginia
$122K – – –
OW
1231
Olistico Wealth
Oklahoma
$120K – – –
SC
1232
Stephens Consulting
Michigan
$119K +$5.01K +205 +4%
KSWA
1233
Kathleen S. Wright Associates
Pennsylvania
$112K +$1.42K +58 +1%
DI
1234
DAGCO Inc
Ohio
$110K – – –
FFWM
1235
Future Financial Wealth Management
Ohio
$110K – – –
LWA
1236
Lowe Wealth Advisors
Maryland
$107K -$24.8K -1,015 -19%
HHGA
1237
Halbert Hargrove Global Advisors
California
$106K – – –
TC
1238
Trust Company
Kansas
$105K +$105K +4,300 New
NSIM
1239
North Star Investment Management
Illinois
$104K +$7.04K +288 +7%
PC
1240
Promus Capital
Illinois
$102K – – –
IF
1241
Integrity Financial
Wyoming
$98.8K – – –
RMP
1242
Richards, Merrill & Peterson
Washington
$95.8K -$12.2K -500 -11%
RF
1243
Rossby Financial
Florida
$93.8K -$11K -450 -10%
GWS
1244
Glassman Wealth Services
Virginia
$90.5K – – –
BC
1245
Bulwark Capital
Florida
$87.3K +$87.3K +3,570 New
RP
1246
Rice Partnership
Hawaii
$84.4K – – –
HNW
1247
High Note Wealth
Minnesota
$80.9K – – –
CFS
1248
CGC Financial Services
Oregon
$73.3K – – –
SIC
1249
SJS Investment Consulting
Ohio
$71.9K -$3.81K -156 -5%
SS
1250
Sunbelt Securities
Texas
$71.2K -$24.7K -1,065 -26%
48 49
50
51 52