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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,367 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.

Holders
1,367
Holders Change
+34
Holders Change %
+2.55%
% 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 %
Northern Trust
151
Northern Trust
Illinois
$23.7M +$7.82M +320,020 +49%
SFMG
152
Sage Financial Management Group
Virginia
$23.7M +$1.6M +65,551 +7%
VFIC
153
Valley Forge Investment Consultants
Pennsylvania
$23.6M +$1.43M +58,632 +6%
BCI
154
Brinker Capital Investments
Pennsylvania
$23.5M +$302K +12,376 +1%
LBC
155
Lowe Brockenbrough & Co
Virginia
$23.5M +$2.22M +90,896 +10%
SVWAG
156
Sound View Wealth Advisors Group
Georgia
$23.4M +$33.4K +1,367 +0.1%
EL
157
Essex LLC
Illinois
$23.2M -$463K -18,935 -2%
AQR Capital Management
158
AQR Capital Management
Connecticut
$23.2M +$3.15M +128,914 +16%
CAG
159
Csenge Advisory Group
Florida
$22.9M +$835K +35,842 +4%
AA
160
Ancora Advisors
Ohio
$22.9M +$2.05M +83,755 +10%
Truist Financial
161
Truist Financial
North Carolina
$22.8M +$2.13M +87,052 +10%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$22.8M +$5.69M +232,909 +33%
SIC
163
Salem Investment Counselors
North Carolina
$22.8M +$127K +5,176 +0.6%
BIA
164
Bell Investment Advisors
California
$22.7M -$1.75M -71,632 -7%
CCA
165
Clearwater Capital Advisors
Illinois
$21.8M +$262K +10,704 +1%
KHC
166
Koesten Hirschmann & Crabtree
Kansas
$21.5M +$84.5K +3,458 +0.4%
SFC
167
Sprinkle Financial Consultants
Colorado
$21.4M -$3.81M -156,096 -15%
PWM
168
Prosperity Wealth Management
California
$21.3M +$1.58M +64,771 +8%
TFA
169
Transamerica Financial Advisors
Florida
$21.2M +$705K +28,831 +3%
WA
170
WBH Advisory
Maryland
$21M -$331K -13,549 -2%
TI
171
Truepoint Inc
Ohio
$20.9M +$14.6M +595,498 +231%
CFG
172
Carr Financial Group
Massachusetts
$20.5M -$4.12M -168,769 -17%
HCM
173
Hengehold Capital Management
Ohio
$20.4M +$31.9K +1,307 +0.2%
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$20.4M -$76.1K -3,113 -0.4%
MI
175
Moneywise Inc
Virginia
$20.3M -$10.8M -441,190 -35%
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