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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 %
FFA
1351
Founders Financial Alliance
North Carolina
$3.52K – – –
NFSG
1352
Newbridge Financial Services Group
Florida
$3.04K -$15.9K -653 -84%
KFP
1353
Keener Financial Planning
Texas
$3K – – –
OC
1354
Oakworth Capital
Alabama
$2.91K +$2.91K +119 New
BLC
1355
Brown, Lisle/Cummings
Rhode Island
$2.86K – – –
BGWM
1356
Bridge Generations Wealth Management
Florida
$2.64K -$36.3K -1,484 -93%
RBC
1357
Roble Belko & Company
Pennsylvania
$2K +$1.41K +59 +236%
TCOV
1358
Trust Company of Vermont
Vermont
$1.69K – – –
WWM
1359
Wolff Wiese Magana
California
$1.54K +$1.54K +63 New
WTFG
1360
Wood Tarver Financial Group
Idaho
$1K – – –
TH
1361
TCTC Holdings
Texas
$953 – – –
JHCP
1362
Jackson Hole Capital Partners
Oklahoma
$593 – – –
SN
1363
Sittner & Nelson
Oregon
$587 – – –
VDBMI
1364
Van Den Berg Management I
Texas
$538 – – –
T
1365
Transce3nd
Texas
$513 -$33.7K -1,378 -98%
OHWP
1366
Oak Harbor Wealth Partners
North Carolina
$440 +$440 +18 New
HIA
1367
HFM Investment Advisors
New Jersey
$406 -$6.14K -257 -94%
RPA
1368
Redwood Park Advisors
California
$247 – – –
FF
1369
Friedenthal Financial
New Jersey
$196 +$98 +4 +100%
PPC
1370
Park Place Capital
Alabama
$6 – – –
SA
1371
Scarborough Advisors
Maryland
– -$61.2M -2,773,343 Closed
SFS
1372
Searcy Financial Services
Kansas
– -$24M -1,088,857 Closed
MAFA
1373
MJT & Associates Financial Advisory
Minnesota
– -$5.62M -254,444 Closed
SFC
1374
Summit Financial Consulting
Michigan
– -$5.55M -251,227 Closed
PA
1375
PFG Advisors
Arizona
– -$5.39M -244,139 Closed
53 54
55
56 57