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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 %
US Bancorp
1
US Bancorp
Minnesota
$5.04B -$264M -10,792,223 -5%
Creative Planning
2
Creative Planning
Kansas
$1.99B -$26.5M -1,083,411 -1%
SEI Investments
3
SEI Investments
Pennsylvania
$879M +$29.2M +1,194,355 +3%
HSA
4
HBK Sorce Advisory
Pennsylvania
$819M +$12.1M +495,450 +1%
MGIA
5
Moneta Group Investment Advisors
Missouri
$806M +$42.4M +1,733,381 +6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$680M +$81.7M +3,342,325 +14%
SFG
7
Sage Financial Group
Pennsylvania
$606M -$13.1M -534,753 -2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$485M +$72.9M +2,942,434 +18%
Betterment LLC
9
Betterment LLC
New York
$458M +$135M +5,524,085 +42%
Cerity Partners
10
Cerity Partners
New York
$458M +$1.19M +48,715 +0.3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$445M +$9.65M +394,912 +2%
DE
12
Diversified Enterprises
Delaware
$397M +$21.3M +873,214 +6%
HighTower Advisors
13
HighTower Advisors
Illinois
$349M +$6.76M +276,589 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$327M +$3.34M +136,774 +1%
Corient Private Wealth
15
Corient Private Wealth
Florida
$306M +$190M +7,775,179 +164%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$280M -$6.72M -275,131 -2%
PCIA
17
Prime Capital Investment Advisors
Kansas
$271M -$118M -4,844,069 -30%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$264M -$4.03M -164,855 -2%
Mariner
19
Mariner
Kansas
$235M -$6M -245,545 -2%
KOC
20
Koss-Olinger Consulting
Florida
$232M -$9.59M -392,491 -4%
ML
21
McAdam LLC
Pennsylvania
$227M +$2.99M +122,233 +1%
JFG
22
JMG Financial Group
Illinois
$222M +$22.9M +938,740 +12%
Bank of America
23
Bank of America
North Carolina
$189M +$10.8M +439,898 +6%
FEG
24
Fund Evaluation Group
Ohio
$179M -$15M -612,140 -8%
AssetMark Inc
25
AssetMark Inc
California
$173M +$2.3M +94,012 +1%
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