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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 %
UBS Group
126
UBS Group
Switzerland
$29.9M -$429M -17,553,785 -93%
QCM
127
Quantinno Capital Management
New York
$29.6M -$1.97M -80,548 -6%
PWM
128
Perigon Wealth Management
California
$29.6M +$3.56M +145,754 +14%
PRS
129
Pinkerton Retirement Specialists
Idaho
$29.6M -$8.55M -349,646 -22%
PAG
130
Powers Advisory Group
Illinois
$29.5M +$247K +10,106 +0.8%
FCM
131
Fortis Capital Management
Washington
$29.4M +$1.27M +51,978 +5%
EFG
132
Ethos Financial Group
Pennsylvania
$29.4M +$4.29M +175,482 +17%
CKAIS
133
Christensen King & Associates Investment Services
Washington
$29.1M -$349K -14,279 -1%
AIP
134
Almanack Investment Partners
Pennsylvania
$28.8M +$1.04M +42,359 +4%
SWM
135
SigFig Wealth Management
California
$28.5M +$6.37M +261,999 +29%
GA
136
Gordian Advisors
Arizona
$28.2M -$775K -31,718 -3%
ACA
137
Ascension Capital Advisors
Texas
$28.2M -$88K -3,601 -0.3%
DBRC
138
D.B. Root & Company
Pennsylvania
$27.7M -$481K -19,692 -2%
AIM
139
Anchor Investment Management
South Carolina
$27.6M -$60.2K -2,462 -0.2%
FIA
140
Foundations Investment Advisors
Arizona
$26.7M +$3.02M +123,552 +13%
EWM
141
Empirical Wealth Management
Washington
$26.7M +$9.24M +377,918 +53%
SAM
142
Sawgrass Asset Management
Florida
$26.4M -$1.18M -48,301 -4%
MF
143
Manchester Financial
California
$26.3M -$3.77M -154,305 -13%
PWM
144
Provident Wealth Management
Tennessee
$26.2M -$265K -10,850 -1%
FIA
145
FPC Investment Advisory
California
$25.7M +$1.52M +60,403 +6%
KLI
146
Kelman-Lazarov Inc
Tennessee
$25.6M +$24.9M +1,020,407 +3,877%
MIA
147
Milestone Investment Advisors
Wisconsin
$25.3M -$1.07M -43,680 -4%
AF
148
Allworth Financial
California
$25.1M -$285K -11,655 -1%
SJIM
149
St. Johns Investment Management
Florida
$24.7M -$491K -20,094 -2%
DWM
150
Destination Wealth Management
California
$24M -$3.72M -152,387 -13%
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