SCHX icon

Schwab US Large- Cap ETF

1,379 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 132 funds opening new positions, 541 increasing their positions, 498 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
BBPWM
176
Blue Bell Private Wealth Management
Pennsylvania
$20.4M
MI
177
Moneywise Inc
Virginia
$20.3M
ACM
178
Alpha Capital Management
Texas
$20.3M
WCFP
179
White & Co Financial Planning
Washington
$20.2M
Tudor Investment Corp
180
Tudor Investment Corp
Connecticut
$20M
LWANC
181
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.8M
GFM
182
GEN Financial Management
Minnesota
$19.8M
BWM
183
BCS Wealth Management
Tennessee
$19.5M
GIA
184
Gladstone Institutional Advisory
Florida
$19.5M
MA
185
MCF Advisors
Kentucky
$19.3M
SFG
186
SNS Financial Group
Minnesota
$19.3M
AWM
187
Abound Wealth Management
Tennessee
$19.2M
CCM
188
Coldstream Capital Management
Washington
$18.8M
BDF
189
Black Diamond Financial
Maryland
$18.8M
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$18.5M
TIM
191
Tortoise Investment Management
New York
$18.4M
SEM
192
Strategic Equity Management
Arizona
$18.4M
Osaic Holdings
193
Osaic Holdings
Arizona
$18.4M
AAS
194
Asset Allocation Strategies
Michigan
$18.3M
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$18.2M
JCM
196
Jacobi Capital Management
Pennsylvania
$18M
LFS
197
Lutz Financial Services
Nebraska
$18M
FNC
198
First National Corp
Massachusetts
$17.7M
LIM
199
Leavell Investment Management
Alabama
$17.1M
SSWM
200
Sheets Smith Wealth Management
North Carolina
$16.9M