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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 %
WHC
1401
Wulff, Hansen & Co
California
– -$303K -12,100 Closed
OGF
1402
Orin Green Financial
California
– -$235K -11,574 Closed
TA
1403
TFB Advisors
Kansas
– -$250K -11,313 Closed
SIAS
1404
Summit Investment Advisory Services
Minnesota
– -$249K -11,280 Closed
BBA
1405
BLB&B Advisors
Pennsylvania
– -$235K -10,634 Closed
TCM
1406
Telos Capital Management
California
– -$223K -10,108 Closed
BB
1407
Busey Bank
Illinois
– -$223K -10,091 Closed
PIWA
1408
Prevail Innovative Wealth Advisors
Kansas
– -$219K -9,927 Closed
TCM
1409
Traynor Capital Management
Pennsylvania
– -$218K -9,894 Closed
GLR
1410
Great Lakes Retirement
Ohio
– -$216K -9,760 Closed
FWM
1411
Fortress Wealth Management
California
– -$213K -9,666 Closed
CWC
1412
Carolinas Wealth Consulting
North Carolina
– -$117K -5,319 Closed
TCPG
1413
Trivant Custom Portfolio Group
California
– -$106K -4,800 Closed
MEG
1414
Millstone Evans Group
Colorado
– -$92.7K -4,200 Closed
CFFP
1415
Center for Financial Planning
Michigan
– -$81.4K -3,688 Closed
DJSG
1416
D.J. St. Germain
Massachusetts
– -$67.4K -3,051 Closed
CWM
1417
Compass Wealth Management
Connecticut
– -$66.4K -3,006 Closed
GWM
1418
Guardian Wealth Management
Illinois
– -$40.3K -1,824 Closed
PA
1419
PSI Advisors
Florida
– -$38K -1,722 Closed
WT
1420
Washington Trust
Rhode Island
– -$31.3K -1,416 Closed
IA
1421
IFS Advisors
Kansas
– -$28.9K -1,310 Closed
MIM
1422
Marshall Investment Management
Colorado
– -$19.6K -888 Closed
RCA
1423
Runnymede Capital Advisors
Ohio
– -$18.8K -852 Closed
LRWM
1424
Lord & Richards Wealth Management
Colorado
– -$14.8K -669 Closed
PSFG
1425
Park Square Financial Group
Georgia
– -$14.8K -669 Closed
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