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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,367 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.

Holders
1,367
Holders Change
+34
Holders Change %
+2.55%
% 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 %
PFA
1326
Pillar Financial Advisors
Kentucky
$10.8K – – –
DF
1327
Dunhill Financial
United Kingdom
$10.2K +$24 +1 +0.2%
FWM
1328
FSA Wealth Management
Massachusetts
$9.89K +$49 +2 +0.5%
PA
1329
Pineridge Advisors
Missouri
$8.73K -$9.34K -382 -52%
KG
1330
Kilter Group
New York
$8.38K +$8.38K +343 New
TVWM
1331
Tower View Wealth Management
Wisconsin
$7.4K +$4.18K +171 +130%
TWC
1332
TD Waterhouse Canada
Ontario, Canada
$7.33K – – –
AA
1333
Atmos Advisory
Pennsylvania
$7.21K – – –
AIP
1334
Ameritas Investment Partners
Nebraska
$6.81K +$24 +1 +0.4%
PPA
1335
Painted Porch Advisors
California
$6.16K – – –
MIM
1336
MTM Investment Management
South Carolina
$5.87K – – –
TF
1337
Tompkins Financial
New York
$5.79K – – –
OLVIG
1338
Oliver Lagore Vanvalin Investment Group
Michigan
$5.68K +$5.68K +257 New
GWS
1339
Greykasell Wealth Strategies
California
$5.5K – – –
T
1340
Tidemark
California
$5.43K – – –
HWM
1341
Hemington Wealth Management
Virginia
$5K – – –
SC
1342
Solstein Capital
California
$4.99K +$4.99K +204 New
HWP
1343
Highline Wealth Partners
California
$4.84K +$4.84K +198 New
CVM
1344
Cheviot Value Management
California
$4.82K – – –
VEA
1345
Virtus ETF Advisers
New York
$4.16K +$4.16K +170 New
NRWA
1346
North Ridge Wealth Advisors
Oregon
$3.91K +$3.91K +160 New
GK
1347
Graney & King
New York
$3.89K – – –
DFC
1348
DB Fitzpatrick & Co
Idaho
$3.86K +$1.76K +72 +84%
FHA
1349
First Horizon Advisors
Tennessee
$3.67K -$4.42K -181 -55%
FFA
1350
Founders Financial Alliance
North Carolina
$3.52K – – –
52 53
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