SCHX icon

Schwab US Large- Cap ETF

1,432 hedge funds and large institutions have $28.6B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 490 increasing their positions, 567 reducing their positions, and 49 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:

0.58% less ownership

Funds ownership: 47.65%47.07% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 194191 (-3)

14% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 567

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
SG
351
Somerset Group
Minnesota
$6.22M
CWA
352
Cornerstone Wealth Advisors
Minnesota
$6.18M
FFG
353
Floyd Financial Group
Missouri
$6.09M
AL
354
Aspiriant LLC
California
$6.06M
William Blair & Company
355
William Blair & Company
Illinois
$6.04M
Kovitz Investment Group Partners
356
Kovitz Investment Group Partners
Illinois
$6.04M
PA
357
Parallel Advisors
California
$6.02M
SPI
358
Santori & Peters Inc
Pennsylvania
$5.98M
OFG
359
Omega Financial Group
California
$5.98M
USWG
360
U.S. Wealth Group
New York
$5.96M
Bank of New York Mellon
361
Bank of New York Mellon
New York
$5.95M
VCAM
362
Van Cleef Asset Management
Ohio
$5.94M
Natixis Advisors
363
Natixis Advisors
Massachusetts
$5.91M
NFG
364
Nations Financial Group
Iowa
$5.89M
GPFA
365
Game Plan Financial Advisors
Ohio
$5.85M
BJL
366
Brighton Jones LLC
Washington
$5.82M
AFP
367
Ausdal Financial Partners
Iowa
$5.79M
VPIM
368
Vanguard Personalized Indexing Management
California
$5.76M
ECML
369
Eagle Capital Management (Louisiana)
Louisiana
$5.73M
VA
370
Valmark Advisers
Ohio
$5.73M
B
371
Bailard
California
$5.71M
MF
372
Montis Financial
Massachusetts
$5.68M
SW
373
Simplicity Wealth
New Jersey
$5.67M
CWA
374
Clearview Wealth Advisors
Oregon
$5.61M
SIC
375
Sigma Investment Counselors
Michigan
$5.6M