SCHX icon

Schwab US Large- Cap ETF

1,403 hedge funds and large institutions have $28.5B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 481 increasing their positions, 555 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.68% less ownership

Funds ownership: 47.6%46.92% (-0.68%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

13% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 555

Holders
1,403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68M
Puts
$311K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
226
CVA Family Office
Colorado
$13.4M
BlackRock
227
BlackRock
New York
$13.3M
GC
228
Grimes & Company
Massachusetts
$13.3M
CIA
229
Concurrent Investment Advisors
Florida
$13.2M
KW
230
Keyvantage Wealth
Pennsylvania
$13.2M
EF
231
Envision Financial
Wisconsin
$13.2M
CCA
232
Cobblestone Capital Advisors
New York
$13.1M
MWM
233
Mission Wealth Management
California
$13.1M
SFPM
234
Sensible Financial Planning & Management
Massachusetts
$13M
SAI
235
Savvy Advisors Inc
New York
$13M
WA
236
Waverly Advisors
Alabama
$13M
ELM
237
Elite Life Management
Florida
$12.7M
FLFS
238
Family Legacy Financial Solutions
North Carolina
$12.7M
BAMG
239
Brand Asset Management Group
Missouri
$12.6M
IWM
240
IHT Wealth Management
Illinois
$12.5M
NSAM
241
North Star Asset Management
Wisconsin
$12.4M
GCM
242
G2 Capital Management
Ohio
$12.4M
SCM
243
SCS Capital Management
Massachusetts
$12.2M
EA
244
Enclave Advisors
Texas
$12.2M
NA
245
NewEdge Advisors
Louisiana
$12.1M
RA
246
Riversedge Advisors
Delaware
$11.9M
MFA
247
Morling Financial Advisors
California
$11.8M
AMM
248
American Money Management
California
$11.8M
CA
249
CoreCap Advisors
Michigan
$11.7M
FF
250
Farrell Financial
New York
$11.6M