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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,369 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, 494 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+35
Holders Change %
+2.62%
% of All Funds
18.36%
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
494
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 %
FFO
1251
Fortitude Family Office
Arizona
$66.7K – – –
MPWT
1252
MassMutual Private Wealth & Trust
Connecticut
$66.5K – – –
AW
1253
Avion Wealth
Texas
$66K – – –
CNBTD
1254
Citizens National Bank Trust Department
Mississippi
$65.7K – – –
FGC
1255
Financial Gravity Companies
Texas
$65.1K +$65.1K +2,665 New
SO
1256
Sierra Ocean
California
$64.4K – – –
FFA
1257
Frazier Financial Advisors
Ohio
$62.7K -$42.7K -1,749 -41%
HI
1258
Hoey Investments
Pennsylvania
$61.3K +$58.2K +2,380 +1,845%
SIS
1259
Strategic Investment Solutions
Illinois
$59.9K – – –
ME
1260
McIlrath & Eck
Washington
$59.8K – – –
BL
1261
Balentine LLC
Georgia
$57.4K – – –
WOC
1262
West Oak Capital
California
$54.7K -$414 -1,695 -0.8%
CPA
1263
Cardiff Park Advisors
California
$52.3K +$52.3K +2,141 New
GKIM
1264
GW&K Investment Management
Massachusetts
$52K – – –
GJIA
1265
Glass Jacobson Investment Advisors
Maryland
$51.9K -$96.4K -3,947 -65%
FP
1266
Financial Perspectives
Minnesota
$51.9K – – –
TCM
1267
TruNorth Capital Management
Michigan
$51.6K – – –
PWMG
1268
Prestige Wealth Management Group
New Jersey
$51.3K – – –
AWM
1269
Accredited Wealth Management
Kentucky
$49.6K – – –
TFGT
1270
TS Financial Group (TSFG)
Illinois
$49K – – –
TFM
1271
TFC Financial Management
Massachusetts
$48.1K -$12.7K -521 -21%
MJRIC
1272
Mogy Joel R Investment Counsel
California
$47.5K +$47.5K +1,943 New
CSB
1273
City State Bank
Iowa
$45.9K – – –
BMM
1274
Berkshire Money Management
Massachusetts
$44.9K +$44.9K +1,836 New
BF
1275
BOK Financial
Oklahoma
$43.1K -$9.97K -408 -19%
49 50
51
52 53