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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,368 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.

New
Increased
Maintained
Reduced
Closed
Holders
1,368
Holders Change
+35
Holders Change %
+2.63%
% 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
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 %
RCIM
201
Red Cedar Investment Management
Michigan
$16M -$1.63M -66,583 -9%
FFN
202
Focus Financial Network
Minnesota
$16M +$243K +9,946 +2%
USWIA
203
UP Strategic Wealth Investment Advisors
Pennsylvania
$15.8M +$1.96M +80,332 +14%
LCM
204
Leisure Capital Management
California
$15.7M +$275K +11,254 +2%
MBI
205
May Barnhard Investments
Maryland
$15.1M -$46.9K -1,917 -0.3%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$15M +$1.79M +73,216 +14%
TLP
207
Trinity Legacy Partners
Texas
$14.9M +$297 +12 +0%
AT
208
Arlington Trust
Alabama
$14.8M – – –
WMWM
209
Wilkins Miller Wealth Management
Alabama
$14.8M +$920K +37,647 +7%
IA
210
IFP Advisors
Florida
$14.5M +$631K +25,818 +5%
RA
211
Riversedge Advisors
Delaware
$14M -$14M -571,421 -50%
FF
212
Farnam Financial
Arizona
$14M -$943K -38,594 -6%
SPC
213
Sigma Planning Corp
Michigan
$13.6M +$324K +13,246 +2%
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$13.5M +$1.55M +63,315 +13%
BCP
215
Blackhawk Capital Partners
Wisconsin
$13.4M +$12.2M +498,434 +1,017%
BW
216
Balance Wealth
Ohio
$13.3M +$449K +18,378 +3%
MWM
217
Mission Wealth Management
California
$13.3M +$8.34M +341,232 +168%
MWM
218
MinichMacGregor Wealth Management
New York
$13.2M -$3.64K -149 -0%
RWA
219
Redhawk Wealth Advisors
Minnesota
$13.2M -$3.31M -135,249 -20%
Jane Street
220
Jane Street
New York
$13M +$13M +532,143 New
LPAM
221
Lodestar Private Asset Management
California
$13M +$383K +15,677 +3%
AIA
222
Arcadia Investment Advisors
Idaho
$12.9M -$404K -16,545 -3%
VCM
223
Vivaldi Capital Management
Illinois
$12.8M -$367K -15,011 -3%
BTWM
224
Brass Tax Wealth Management
Ohio
$12.7M +$648K +26,505 +5%
EF
225
Envision Financial
Wisconsin
$12.7M +$71.7K +2,933 +0.6%
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