SCHX icon

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
$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 %
MSA
1401
McAlister Sweet & Associates
Texas
– -$268K -12,123 Closed
WHC
1402
Wulff, Hansen & Co
California
– -$303K -12,100 Closed
OGF
1403
Orin Green Financial
California
– -$235K -11,574 Closed
TA
1404
TFB Advisors
Kansas
– -$250K -11,313 Closed
SIAS
1405
Summit Investment Advisory Services
Minnesota
– -$249K -11,280 Closed
BBA
1406
BLB&B Advisors
Pennsylvania
– -$235K -10,634 Closed
TCM
1407
Telos Capital Management
California
– -$223K -10,108 Closed
BB
1408
Busey Bank
Illinois
– -$223K -10,091 Closed
PIWA
1409
Prevail Innovative Wealth Advisors
Kansas
– -$219K -9,927 Closed
TCM
1410
Traynor Capital Management
Pennsylvania
– -$218K -9,894 Closed
GLR
1411
Great Lakes Retirement
Ohio
– -$216K -9,760 Closed
FWM
1412
Fortress Wealth Management
California
– -$213K -9,666 Closed
CWC
1413
Carolinas Wealth Consulting
North Carolina
– -$117K -5,319 Closed
TCPG
1414
Trivant Custom Portfolio Group
California
– -$106K -4,800 Closed
MEG
1415
Millstone Evans Group
Colorado
– -$92.7K -4,200 Closed
CFFP
1416
Center for Financial Planning
Michigan
– -$81.4K -3,688 Closed
DJSG
1417
D.J. St. Germain
Massachusetts
– -$67.4K -3,051 Closed
CWM
1418
Compass Wealth Management
Connecticut
– -$66.4K -3,006 Closed
GWM
1419
Guardian Wealth Management
Illinois
– -$40.3K -1,824 Closed
PA
1420
PSI Advisors
Florida
– -$38K -1,722 Closed
WT
1421
Washington Trust
Rhode Island
– -$31.3K -1,416 Closed
IA
1422
IFS Advisors
Kansas
– -$28.9K -1,310 Closed
MIM
1423
Marshall Investment Management
Colorado
– -$19.6K -888 Closed
RCA
1424
Runnymede Capital Advisors
Ohio
– -$18.8K -852 Closed
PSFG
1425
Park Square Financial Group
Georgia
– -$14.8K -669 Closed
54 55 56
57
58