Schwab US Large- Cap ETF
SCHX
1,405 hedge funds and large institutions have $26.7B invested in Schwab US Large- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 554 increasing their positions, 502 reducing their positions, and 65 closing their positions.
108% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 65
10% more repeat investments, than reductions
Existing positions increased: 554 | Existing positions reduced: 502
9% more capital invested
Capital invested by funds: $24.6B → $26.7B (+$2.09B)
4% more funds holding
Funds holding: 1,355 → 1,405 (+50)
1% less funds holding in top 10
Funds holding in top 10: 198 → 196 (-2)
1.64% less ownership
Funds ownership: 49.32% → 47.68% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$125M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$75.6M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$66.5M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$64.4M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$397M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$244M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$110M |
| 4 |
LFG
Leverty Financial Group
Hudson,
Wisconsin
|
-$75.9M |
| 5 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
-$61.2M |
SCHX Hedge Fund Activity: Q2 2025 in Review
1,405 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2025, worth a combined $26.7B — up 8.5% from $24.6B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new SCHX positions and 65 closed out — a net gain of 70 holders — while 554 added to existing stakes and 502 trimmed.
The largest buyer was Betterment LLC, adding an estimated $125M. The largest seller was UBS Group, cutting an estimated $397M.
- 1,405 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2025, up from 1,355 in Q1 2025.
- Funds reported $26.7B of Schwab US Large- Cap ETF stock for Q2 2025, up 8.5% quarter-over-quarter.
- 135 funds opened new Schwab US Large- Cap ETF positions in Q2 2025 and 65 closed out, a net change of +70 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2025 was Betterment LLC, an estimated $125M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2025 was UBS Group, an estimated $397M sold.
Based on aggregated 13F filings for Q2 2025.