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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 %
MM
1326
Main Management
California
$11K – – –
PP
1327
Pacifica Partners
Canada
$10.9K – – –
PFA
1328
Pillar Financial Advisors
Kentucky
$10.8K – – –
DF
1329
Dunhill Financial
United Kingdom
$10.2K +$24 +1 +0.2%
FWM
1330
FSA Wealth Management
Massachusetts
$9.89K +$49 +2 +0.5%
PA
1331
Pineridge Advisors
Missouri
$8.73K -$9.34K -382 -52%
KG
1332
Kilter Group
New York
$8.38K +$8.38K +343 New
TVWM
1333
Tower View Wealth Management
Wisconsin
$7.4K +$4.18K +171 +130%
TWC
1334
TD Waterhouse Canada
Ontario, Canada
$7.33K – – –
AA
1335
Atmos Advisory
Pennsylvania
$7.21K – – –
AIP
1336
Ameritas Investment Partners
Nebraska
$6.81K +$24 +1 +0.4%
PPA
1337
Painted Porch Advisors
California
$6.16K – – –
MIM
1338
MTM Investment Management
South Carolina
$5.87K – – –
TF
1339
Tompkins Financial
New York
$5.79K – – –
OLVIG
1340
Oliver Lagore Vanvalin Investment Group
Michigan
$5.68K +$5.68K +257 New
GWS
1341
Greykasell Wealth Strategies
California
$5.5K – – –
T
1342
Tidemark
California
$5.43K – – –
HWM
1343
Hemington Wealth Management
Virginia
$5K – – –
SC
1344
Solstein Capital
California
$4.99K +$4.99K +204 New
HWP
1345
Highline Wealth Partners
California
$4.84K +$4.84K +198 New
CVM
1346
Cheviot Value Management
California
$4.82K – – –
VEA
1347
Virtus ETF Advisers
New York
$4.16K +$4.16K +170 New
NRWA
1348
North Ridge Wealth Advisors
Oregon
$3.91K +$3.91K +160 New
GK
1349
Graney & King
New York
$3.89K – – –
DFC
1350
DB Fitzpatrick & Co
Idaho
$3.86K +$1.76K +72 +84%
52 53
54
55 56