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
SFS
426
Summit Financial Strategies
Ohio
$4.17M +$1.65K +65 +0%
DAS
427
Diversify Advisory Services
Utah
$4.14M -$40.1K -1,578 -1%
SPFA
428
Summit Place Financial Advisors
New Jersey
$4.12M -$20.7K -815 -0.5%
PA
429
Procyon Advisors
Connecticut
$4.1M -$436K -17,187 -10%
NW
430
NewEdge Wealth
Pennsylvania
$4.05M -$20.7K -817 -0.5%
MWM
431
Meridian Wealth Management
Kentucky
$4.02M -$109K -4,307 -3%
PCM
432
Poehling Capital Management
Wisconsin
$4M -$50.8K -2,000 -1%
JWM
433
JFG Wealth Management
Colorado
$3.98M
WFA
434
WJ Financial Advisors
Connecticut
$3.98M +$3.83M +150,912 New
NGA
435
Naples Global Advisors
Florida
$3.97M +$49.9K +1,965 +1%
SHJ
436
Sharkey, Howes & Javer
Colorado
$3.95M -$59K -2,324 -2%
PAS
437
Park Avenue Securities
New York
$3.94M -$43.7K -1,719 -1%
HFS
438
Hantz Financial Services
Michigan
$3.9M -$405K -15,936 -10%
WPC
439
Wedmont Private Capital
Pennsylvania
$3.89M +$870K +34,263 +30%
PCWA
440
Pacific Capital Wealth Advisors
California
$3.86M -$155K -6,099 -4%
YIA
441
YHB Investment Advisors
Connecticut
$3.86M +$52.4K +2,065 +1%
ES
442
ETF Store
Kansas
$3.84M -$43.5K -1,714 -1%
BFA
443
Beaumont Financial Advisors
Massachusetts
$3.83M +$20.4K +804 +0.6%
AMG
444
Advisors Management Group
Wisconsin
$3.8M -$85.7K -3,375 -2%
RWP
445
RWA Wealth Partners
Massachusetts
$3.71M -$28.4K -1,119 -0.8%
VAMG
446
Voisard Asset Management Group
Michigan
$3.7M -$1.24M -48,713 -26%
GGI
447
Godsey & Gibb Inc
Virginia
$3.68M +$328K +12,929 +10%
STA
448
Summit Trail Advisors
New York
$3.66M
PAYA
449
Phil A. Younker & Associates
Alaska
$3.6M +$7.62K +300 +0.2%
EFP
450
Elser Financial Planning
Indiana
$3.6M -$41.9K -1,650 -1%