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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 %
MPWT
1251
MassMutual Private Wealth & Trust
Connecticut
$66.5K – – –
AW
1252
Avion Wealth
Texas
$66K – – –
CNBTD
1253
Citizens National Bank Trust Department
Mississippi
$65.7K – – –
FGC
1254
Financial Gravity Companies
Texas
$65.1K +$65.1K +2,665 New
SO
1255
Sierra Ocean
California
$64.4K – – –
FFA
1256
Frazier Financial Advisors
Ohio
$62.7K -$42.7K -1,749 -41%
HI
1257
Hoey Investments
Pennsylvania
$61.3K +$58.2K +2,380 +1,845%
SIS
1258
Strategic Investment Solutions
Illinois
$59.9K – – –
ME
1259
McIlrath & Eck
Washington
$59.8K – – –
BL
1260
Balentine LLC
Georgia
$57.4K – – –
WOC
1261
West Oak Capital
California
$54.7K -$414 -1,695 -0.8%
CPA
1262
Cardiff Park Advisors
California
$52.3K +$52.3K +2,141 New
GKIM
1263
GW&K Investment Management
Massachusetts
$52K – – –
GJIA
1264
Glass Jacobson Investment Advisors
Maryland
$51.9K -$96.4K -3,947 -65%
FP
1265
Financial Perspectives
Minnesota
$51.9K – – –
TCM
1266
TruNorth Capital Management
Michigan
$51.6K – – –
PWMG
1267
Prestige Wealth Management Group
New Jersey
$51.3K – – –
AWM
1268
Accredited Wealth Management
Kentucky
$49.6K – – –
TFGT
1269
TS Financial Group (TSFG)
Illinois
$49K – – –
TFM
1270
TFC Financial Management
Massachusetts
$48.1K -$12.7K -521 -21%
MJRIC
1271
Mogy Joel R Investment Counsel
California
$47.5K +$47.5K +1,943 New
CSB
1272
City State Bank
Iowa
$45.9K – – –
BMM
1273
Berkshire Money Management
Massachusetts
$44.9K +$44.9K +1,836 New
BF
1274
BOK Financial
Oklahoma
$43.1K -$9.97K -408 -19%
MWM
1275
MorganRosel Wealth Management
Colorado
$42.7K +$2.35K +96 +6%
49 50
51
52 53