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
PA
426
Procyon Advisors
Connecticut
$4.1M
NW
427
NewEdge Wealth
Pennsylvania
$4.05M
MWM
428
Meridian Wealth Management
Kentucky
$4.02M
PCM
429
Poehling Capital Management
Wisconsin
$4M
JWM
430
JFG Wealth Management
Colorado
$3.98M
WFA
431
WJ Financial Advisors
Connecticut
$3.98M
NGA
432
Naples Global Advisors
Florida
$3.97M
SHJ
433
Sharkey, Howes & Javer
Colorado
$3.95M
PAS
434
Park Avenue Securities
New York
$3.94M
HFS
435
Hantz Financial Services
Michigan
$3.9M
WPC
436
Wedmont Private Capital
Pennsylvania
$3.89M
PCWA
437
Pacific Capital Wealth Advisors
California
$3.86M
YIA
438
YHB Investment Advisors
Connecticut
$3.86M
ES
439
ETF Store
Kansas
$3.84M
BFA
440
Beaumont Financial Advisors
Massachusetts
$3.83M
AMG
441
Advisors Management Group
Wisconsin
$3.8M
RWP
442
RWA Wealth Partners
Massachusetts
$3.71M
VAMG
443
Voisard Asset Management Group
Michigan
$3.7M
GGI
444
Godsey & Gibb Inc
Virginia
$3.68M
STA
445
Summit Trail Advisors
New York
$3.66M
PAYA
446
Phil A. Younker & Associates
Alaska
$3.6M
EFP
447
Elser Financial Planning
Indiana
$3.6M
PWM
448
Penobscot Wealth Management
Maine
$3.59M
AWM
449
Axxcess Wealth Management
California
$3.59M
PIA
450
Pinion Investment Advisors
Kansas
$3.59M