SCHX icon

Schwab US Large- Cap ETF

1,386 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 131 funds opening new positions, 546 increasing their positions, 499 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.67M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1426
Traynor Capital Management
Pennsylvania
GLR
1427
Great Lakes Retirement
Ohio
FWM
1428
Fortress Wealth Management
California
CWC
1429
Carolinas Wealth Consulting
North Carolina
TCPG
1430
Trivant Custom Portfolio Group
California
MEG
1431
Millstone Evans Group
Colorado
CFFP
1432
Center for Financial Planning
Michigan
DJSG
1433
D.J. St. Germain
Massachusetts
CWM
1434
Compass Wealth Management
Connecticut
GWM
1435
Guardian Wealth Management
Illinois
PA
1436
PSI Advisors
Florida
Q1WB
1437
Quest 10 Wealth Builders
Virginia
WT
1438
Washington Trust
Rhode Island
IA
1439
IFS Advisors
Kansas
MIM
1440
Marshall Investment Management
Colorado
RCA
1441
Runnymede Capital Advisors
Ohio
PSFG
1442
Park Square Financial Group
Georgia
LRWM
1443
Lord & Richards Wealth Management
Colorado
RA
1444
Rise Advisors
New York
1IA
1445
1620 Investment Advisors
Massachusetts
QCG
1446
Quadrant Capital Group
Ohio
DRP
1447
Decker Retirement Planning
Utah
HDIM
1448
Hanson & Doremus Investment Management
Vermont
GFPC
1449
Global Financial Private Client
Florida
PCG
1450
PFC Capital Group
California