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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 %
ACM
176
Alpha Capital Management
Texas
$20.3M +$189K +7,735 +0.9%
WCFP
177
White & Co Financial Planning
Washington
$20.2M +$321K +13,180 +2%
Tudor Investment Corp
178
Tudor Investment Corp
Connecticut
$20M +$18.5M +756,783 +1,249%
LWANC
179
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.8M +$19M +465,309 +2,373%
GFM
180
GEN Financial Management
Minnesota
$19.8M -$7.42M -303,676 -27%
BWM
181
BCS Wealth Management
Tennessee
$19.5M +$3.11M +127,347 +19%
GIA
182
Gladstone Institutional Advisory
Florida
$19.5M +$1.59M +65,090 +9%
MA
183
MCF Advisors
Kentucky
$19.3M +$4.24M +173,379 +28%
SFG
184
SNS Financial Group
Minnesota
$19.3M +$450K +18,431 +2%
AWM
185
Abound Wealth Management
Tennessee
$19.2M +$432K +17,666 +2%
CCM
186
Coldstream Capital Management
Washington
$18.8M -$240K -9,830 -1%
BDF
187
Black Diamond Financial
Maryland
$18.8M -$977K -39,984 -5%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$18.5M +$8.83M +361,183 +91%
TIM
189
Tortoise Investment Management
New York
$18.4M +$697K +28,534 +4%
SEM
190
Strategic Equity Management
Arizona
$18.4M -$20.1M -822,611 -52%
Osaic Holdings
191
Osaic Holdings
Arizona
$18.4M -$8.82M -373,019 -32%
AAS
192
Asset Allocation Strategies
Michigan
$18.3M +$1.96M +80,025 +12%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$18.2M -$2.38M -97,219 -12%
JCM
194
Jacobi Capital Management
Pennsylvania
$18M -$752K -30,785 -4%
LFS
195
Lutz Financial Services
Nebraska
$18M +$3.69M +150,874 +26%
FNC
196
First National Corp
Massachusetts
$17.7M -$13K -530 -0.1%
LIM
197
Leavell Investment Management
Alabama
$17.1M -$184K -7,519 -1%
SSWM
198
Sheets Smith Wealth Management
North Carolina
$16.9M -$1.88M -76,753 -10%
IRC
199
Investors Research Corp
Georgia
$16.9M +$1.22M +49,851 +8%
WCM
200
Winthrop Capital Management
Indiana
$16.2M -$90.9K -3,719 -0.6%
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