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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
Corient Private Wealth
Florida
$306M
2
Betterment LLC
Betterment LLC
New York
$458M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$680M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$485M
5
EWA
EP Wealth Advisors
California
$76.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$29.9M
2
US Bancorp
US Bancorp
Minnesota
$5.04B
3
SF
Symphony Financial
Texas
$223K
4
PCIA
Prime Capital Investment Advisors
Kansas
$271M
5
LFG
Leverty Financial Group
Wisconsin
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
1376
Financial Counselors Inc
Kansas
– -$3.01M -136,291 Closed
LAS
1377
Lloyd Advisory Services
Georgia
– -$2.96M -134,165 Closed
AWM
1378
Apex Wealth Management
New Hampshire
– -$2.95M -133,786 Closed
ACM
1379
Argent Capital Management
Missouri
– -$2.87M -129,934 Closed
MGWM
1380
Marks Group Wealth Management
Minnesota
– -$2.74M -123,988 Closed
BOSSRA
1381
B.O.S.S. Retirement Advisors
Utah
– -$1.89M -85,815 Closed
IA
1382
Integrity Alliance
Iowa
– -$1.71M -77,495 Closed
HC
1383
Hamilton Capital
Ohio
– -$1.51M -68,460 Closed
AWM
1384
Activest Wealth Management
Florida
– -$1.45M -65,658 Closed
HBS
1385
Howard Bailey Securities
Indiana
– -$777K -35,183 Closed
Bessemer Group
1386
Bessemer Group
New Jersey
– -$598K -27,068 Closed
Millennium Management
1387
Millennium Management
New York
– -$570K -25,821 Closed
WG
1388
Wealth Group
North Carolina
– -$552K -25,015 Closed
GP
1389
Greenline Partners
New York
– -$125K -24,608 Closed
LI
1390
LifeWealth Investments
Florida
– -$387K -17,541 Closed
ACA
1391
Aspire Capital Advisors
Washington
– -$382K -17,314 Closed
ARC
1392
Advisor Resource Council
Texas
– -$265K -16,718 Closed
GAA
1393
Global Assets Advisory
Florida
– -$334K -15,921 Closed
SW
1394
SMART Wealth
Nebraska
– -$317K -14,368 Closed
TI
1395
Trexquant Investment
Connecticut
– -$296K -13,412 Closed
NA
1396
Novus Advisors
South Carolina
– -$292K -13,228 Closed
Envestnet Portfolio Solutions
1397
Envestnet Portfolio Solutions
Illinois
– -$289K -13,107 Closed
MHC
1398
May Hill Capital
Massachusetts
– -$288K -13,041 Closed
MFS
1399
Mattson Financial Services
Michigan
– -$273K -12,359 Closed
MSA
1400
McAlister Sweet & Associates
Texas
– -$268K -12,123 Closed
54 55
56
57 58