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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 %
LAS
1376
Lloyd Advisory Services
Georgia
– -$2.96M -134,165 Closed
AWM
1377
Apex Wealth Management
New Hampshire
– -$2.95M -133,786 Closed
ACM
1378
Argent Capital Management
Missouri
– -$2.87M -129,934 Closed
MGWM
1379
Marks Group Wealth Management
Minnesota
– -$2.74M -123,988 Closed
BOSSRA
1380
B.O.S.S. Retirement Advisors
Utah
– -$1.89M -85,815 Closed
IA
1381
Integrity Alliance
Iowa
– -$1.71M -77,495 Closed
HC
1382
Hamilton Capital
Ohio
– -$1.51M -68,460 Closed
AWM
1383
Activest Wealth Management
Florida
– -$1.45M -65,658 Closed
HBS
1384
Howard Bailey Securities
Indiana
– -$777K -35,183 Closed
Bessemer Group
1385
Bessemer Group
New Jersey
– -$598K -27,068 Closed
Millennium Management
1386
Millennium Management
New York
– -$570K -25,821 Closed
WG
1387
Wealth Group
North Carolina
– -$552K -25,015 Closed
GP
1388
Greenline Partners
New York
– -$125K -24,608 Closed
LI
1389
LifeWealth Investments
Florida
– -$387K -17,541 Closed
ACA
1390
Aspire Capital Advisors
Washington
– -$382K -17,314 Closed
ARC
1391
Advisor Resource Council
Texas
– -$265K -16,718 Closed
GAA
1392
Global Assets Advisory
Florida
– -$334K -15,921 Closed
SW
1393
SMART Wealth
Nebraska
– -$317K -14,368 Closed
TI
1394
Trexquant Investment
Connecticut
– -$296K -13,412 Closed
NA
1395
Novus Advisors
South Carolina
– -$292K -13,228 Closed
Envestnet Portfolio Solutions
1396
Envestnet Portfolio Solutions
Illinois
– -$289K -13,107 Closed
MHC
1397
May Hill Capital
Massachusetts
– -$288K -13,041 Closed
MFS
1398
Mattson Financial Services
Michigan
– -$273K -12,359 Closed
MSA
1399
McAlister Sweet & Associates
Texas
– -$268K -12,123 Closed
WHC
1400
Wulff, Hansen & Co
California
– -$303K -12,100 Closed
54 55
56
57 58