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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 %
LC
1301
Luminist Capital
Michigan
$24.5K +$24.5K +1,000 New
ETC
1302
Exchange Traded Concepts
Oklahoma
$24.4K +$24.4K +1,000 New
KFI
1303
Key Financial Inc
Pennsylvania
$24.2K – – –
TFG
1304
Team Financial Group
California
$24.2K +$24.2K +990 New
NRC
1305
New Republic Capital
North Carolina
$23.9K – – –
FDCDDQ
1306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K – – –
BFP
1307
Briaud Financial Planning
Texas
$22K – – –
HPIA
1308
Hamilton Point Investment Advisors
North Carolina
$21.8K – – –
VWA
1309
Valued Wealth Advisors
Utah
$20.7K -$27.3K -1,116 -57%
PAG
1310
Paladin Advisory Group
Iowa
$20.2K +$20.2K +826 New
WIM
1311
Westside Investment Management
California
$20.1K -$4.18K -171 -17%
CPG
1312
Cornerstone Planning Group
New Jersey
$19.9K -$6.74K -271 -25%
PIS
1313
POM Investment Strategies
North Carolina
$19.8K – – –
KWM
1314
Kiker Wealth Management
Georgia
$18.7K +$12.8K +522 +215%
DPW
1315
DiNuzzo Private Wealth
Pennsylvania
$16.6K – – –
AG
1316
AmeriFlex Group
Nevada
$16K – – –
TWM
1317
Topsail Wealth Management
North Carolina
$15.4K – – –
AWM
1318
Angeles Wealth Management
California
$15.3K – – –
LFA
1319
Legend Financial Advisors
Pennsylvania
$14.9K +$14.9K +611 New
HCM
1320
Horrell Capital Management
Arkansas
$14.8K – – –
AWM
1321
Aberdeen Wealth Management
Illinois
$14.7K – – –
CCMW
1322
Cypress Capital Management (Wyoming)
Wyoming
$14.1K +$14.1K +578 New
BI
1323
Binnacle Investments
Iowa
$13.5K +$13.5K +552 New
HFS
1324
Hopwood Financial Services
Virginia
$12.4K – – –
HBW
1325
Hazlett, Burt & Watson
West Virginia
$12K – – –
51 52
53
54 55