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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 %
HWM
1276
HighMark Wealth Management
Minnesota
$42.3K +$122 +5 +0.3%
CWP
1277
Concord Wealth Partners
Virginia
$41.1K +$41.1K +1,680 New
T
1278
Tableaux
Massachusetts
$38.1K +$38.1K +40,000 New
PCA
1279
Providence Capital Advisors
North Carolina
$38.1K +$38.1K +1,560 New
IHWM
1280
Iron Horse Wealth Management
Iowa
$37.2K – – –
NS
1281
NBC Securities
Alabama
$37K +$37K +1,546 New
GI
1282
GAMMA Investing
California
$36.2K – – –
PWMG
1283
Private Wealth Management Group
New Jersey
$34.8K – – –
WPA
1284
West Paces Advisors
Georgia
$34.4K – – –
BA
1285
Bellwether Advisors
Nebraska
$34K +$73 +3 +0.2%
DAM
1286
Delta Asset Management
Tennessee
$33K – – –
MAWAG
1287
Mid-American Wealth Advisory Group
Missouri
$32.8K +$32.8K +1,344 New
MWA
1288
Moser Wealth Advisors
Washington
$32.2K +$32.2K +1,319 New
PGAM
1289
Princeton Global Asset Management
New Jersey
$31.9K +$98 +4 +0.3%
MNA
1290
Manning & Napier Advisors
New York
$31.5K +$31.5K +1,288 New
VCM
1291
Versant Capital Management
Arizona
$31K +$98 +4 +0.3%
OCM
1292
Orion Capital Management
California
$29.7K – – –
SAM
1293
S.A. Mason
Michigan
$28.9K +$28.9K +1,184 New
HIA
1294
Harbor Investment Advisory
Maryland
$27.5K – – –
PMIM
1295
Prudent Man Investment Management
Colorado
$26.1K – – –
AEPWM
1296
Atlantic Edge Private Wealth Management
Florida
$25.7K – – –
CBT
1297
Crews Bank & Trust
Florida
$25.7K +$25.7K +1,050 New
AIC
1298
Archer Investment Corporation
Indiana
$25.4K -$119K -4,851 -82%
W
1299
WealthCollab
Washington
$25.4K – – –
LC
1300
Luminist Capital
Michigan
$24.5K +$24.5K +1,000 New
50 51
52
53 54