We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

1,440 hedge funds and large institutions have $28.7B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 494 increasing their positions, 568 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $311K

129% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $26.7B → $28.7B (+$2.01B)

3% more funds holding

Funds holding: 1,4041,440 (+36)

0.57% less ownership

Funds ownership: 47.68%47.11% (-0.57%)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

13% less repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 568

Holders
1,440
Holders Change
+36
Holders Change %
+2.56%
% of All Funds
18.9%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
2.53%
New
112
Increased
494
Reduced
568
Closed
49
Calls
$1.68M
Puts
$311K
Net Calls
+$1.37M
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
326
Droms Strauss Advisors
Missouri
$7.33M -$381K -15,005 -5%
CG
327
Cynosure Group
Utah
$7.19M +$2.18M +85,919 +46%
CFMC
328
Curbstone Financial Management Corp
New Hampshire
$7.15M -$30.5K -1,200 -0.4%
MAS
329
Madden Advisory Services
Florida
$7.14M -$187K -7,379 -3%
BCWM
330
Bartlett & Co Wealth Management
Ohio
$7.1M -$241K -9,492 -3%
NRI
331
NFP Retirement Inc
California
$7.03M -$787K -30,985 -10%
BCM
332
Barden Capital Management
Texas
$7.01M -$203K -8,000 -3%
TWP
333
Tempus Wealth Planning
California
$6.91M +$390K +15,347 +6%
JWCA
334
J.W. Cole Advisors
Florida
$6.84M +$2.65M +104,218 +67%
PIP
335
Peachtree Investment Partners
Florida
$6.79M +$3.27M +128,625 +100%
SWA
336
SFMG Wealth Advisors
Texas
$6.78M -$410K -16,132 -6%
KF
337
Krilogy Financial
Missouri
$6.78M +$406K +15,970 +7%
TSWM
338
Triangle Securities Wealth Management
North Carolina
$6.77M -$175K -6,889 -3%
PFM
339
Phillips Financial Management
Indiana
$6.76M -$72K -2,836 -1%
SFC
340
Summit Financial Consulting
Michigan
$6.62M +$6.38M +251,254 New
SMA
341
Sage Mountain Advisors
Georgia
$6.58M
SPA
342
Sentinel Pension Advisors
Massachusetts
$6.55M +$69.7K +2,745 +1%
KFC
343
Klingenstein Fields & Co
New York
$6.54M -$55.8K -2,197 -0.9%
LFGO
344
Legacy Financial Group (Oklahoma)
Oklahoma
$6.53M -$249K -9,794 -4%
WIM
345
WealthPlan Investment Management
Nebraska
$6.5M -$82.3K -3,239 -1%
Tudor Investment Corp
346
Tudor Investment Corp
Connecticut
$6.45M -$14.5M -572,338 -70%
B
347
Birchbrook
Maine
$6.45M +$188K +7,422 +3%
VST
348
Van Strum & Towne
California
$6.38M +$59.1K +2,327 +1%
MA
349
Mutual Advisors
Nebraska
$6.36M +$48.8K +1,923 +0.8%
MWA
350
Medallion Wealth Advisors
Connecticut
$6.34M +$739K +29,100 +14%