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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 %
BF
1276
BOK Financial
Oklahoma
$43.1K -$9.97K -408 -19%
MWM
1277
MorganRosel Wealth Management
Colorado
$42.7K +$2.35K +96 +6%
HWM
1278
HighMark Wealth Management
Minnesota
$42.3K +$122 +5 +0.3%
CWP
1279
Concord Wealth Partners
Virginia
$41.1K +$41.1K +1,680 New
T
1280
Tableaux
Massachusetts
$38.1K +$38.1K +40,000 New
PCA
1281
Providence Capital Advisors
North Carolina
$38.1K +$38.1K +1,560 New
IHWM
1282
Iron Horse Wealth Management
Iowa
$37.2K – – –
NS
1283
NBC Securities
Alabama
$37K +$37K +1,546 New
GI
1284
GAMMA Investing
California
$36.2K – – –
PWMG
1285
Private Wealth Management Group
New Jersey
$34.8K – – –
WPA
1286
West Paces Advisors
Georgia
$34.4K – – –
BA
1287
Bellwether Advisors
Nebraska
$34K +$73 +3 +0.2%
DAM
1288
Delta Asset Management
Tennessee
$33K – – –
MAWAG
1289
Mid-American Wealth Advisory Group
Missouri
$32.8K +$32.8K +1,344 New
MWA
1290
Moser Wealth Advisors
Washington
$32.2K +$32.2K +1,319 New
PGAM
1291
Princeton Global Asset Management
New Jersey
$31.9K +$98 +4 +0.3%
MNA
1292
Manning & Napier Advisors
New York
$31.5K +$31.5K +1,288 New
VCM
1293
Versant Capital Management
Arizona
$31K +$98 +4 +0.3%
OCM
1294
Orion Capital Management
California
$29.7K – – –
SAM
1295
S.A. Mason
Michigan
$28.9K +$28.9K +1,184 New
HIA
1296
Harbor Investment Advisory
Maryland
$27.5K – – –
PMIM
1297
Prudent Man Investment Management
Colorado
$26.1K – – –
AEPWM
1298
Atlantic Edge Private Wealth Management
Florida
$25.7K – – –
CBT
1299
Crews Bank & Trust
Florida
$25.7K +$25.7K +1,050 New
AIC
1300
Archer Investment Corporation
Indiana
$25.4K -$119K -4,851 -82%
50 51
52
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