SCHX icon

Schwab US Large- Cap ETF

1,537 hedge funds and large institutions have $30.1B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 540 increasing their positions, 551 reducing their positions, and 54 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

5% more capital invested

Capital invested by funds: $28.6B → $30.1B (+$1.51B)

0.47% more ownership

Funds ownership: 47.05%47.52% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

Holders
1,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
$328K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
301
Private Advisor Group
New Jersey
$8.9M
OPWM
302
Oakwell Private Wealth Management
Texas
$8.82M
WCFA
303
Walkner Condon Financial Advisors
Wisconsin
$8.68M
DWM
304
Dakota Wealth Management
Florida
$8.48M
GI
305
Gradient Investments
Minnesota
$8.36M
CWM
306
Circle Wealth Management
New Jersey
$8.35M
MS
307
Monetary Solutions
Ohio
$8.22M
TPA
308
Trivium Point Advisory
Connecticut
$8.21M
Bank of New York Mellon
309
Bank of New York Mellon
New York
$8.2M
PIMG
310
Patriot Investment Management Group
Tennessee
$8.2M
ACM
311
Argent Capital Management
Missouri
$8.18M
CFA
312
Cahill Financial Advisors
Minnesota
$8.09M
SP
313
SWS Partners
Ohio
$8.06M
AIM
314
AMI Investment Management
Indiana
$8M
BAM
315
Berkshire Asset Management
Pennsylvania
$7.98M
NIM
316
Nicollet Investment Management
Minnesota
$7.9M
VI
317
VanderPol Investments
Michigan
$7.85M
RG
318
Raine Group
New York
$7.84M
CIA
319
Concurrent Investment Advisors
Florida
$7.84M
MW
320
MBL Wealth
North Carolina
$7.77M
RTL
321
Red Tortoise LLC
Georgia
$7.67M
HG
322
Harbor Group
New Hampshire
$7.62M
ACM
323
Arcataur Capital Management
Wisconsin
$7.61M
GGI
324
GPM Growth Investors
Michigan
$7.57M
BCM
325
Barden Capital Management
Texas
$7.57M