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Schwab US Large- Cap ETF
SCHX

1,439 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: $26.6B → $28.7B (+$2.01B)

3% more funds holding

Funds holding: 1,402 → 1,439 (+37)

0.57% less ownership

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

2% less funds holding in top 10

Funds holding in top 10: 196 → 193 (-3)

13% less repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 568

Holders
1,439
Holders Change
+37
Holders Change %
+2.64%
% of All Funds
18.89%
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

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$193M
2
FFA
Farther Finance Advisors
California
+$61.8M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$45.9M
4
MWM
Modern Wealth Management
Kansas
+$44.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$41.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$235M
2
SEI Investments
SEI Investments
Pennsylvania
-$116M
3
FI
FIDELIS iM
Oregon
-$30.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$27.7M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$171M +$3.28M +129,196 +2%
AA
27
Apriem Advisors
California
$169M +$4.39M +172,782 +3%
BWA
28
BlueSky Wealth Advisors
North Carolina
$162M +$454K +17,862 +0.3%
BPA
29
Beacon Pointe Advisors
California
$158M -$1.17M -46,233 -0.8%
WANY
30
Wealthspire Advisors (New York)
New York
$151M -$2.83M -111,468 -2%
Morgan Stanley
31
Morgan Stanley
New York
$150M +$2.44M +96,184 +2%
Corient Private Wealth
32
Corient Private Wealth
Florida
$144M -$14.4M -566,319 -9%
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$138M +$11.8M +466,171 +10%
FC
34
Financial Consulate
Maryland
$135M +$10.9M +429,933 +9%
JIC
35
Johnson Investment Counsel
Ohio
$132M +$3.47M +136,646 +3%
GG
36
Greenwood Gearhart
Arkansas
$131M +$2.97M +117,140 +2%
OWM
37
Orgel Wealth Management
Wisconsin
$124M -$870K -34,271 -0.7%
EWM
38
Evermay Wealth Management
Virginia
$118M -$1.65M -64,815 -1%
CST
39
Charles Schwab Trust
Nevada
$110M +$6.82M +268,464 +7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$109M -$235M -9,243,500 -69%
SCM
41
Steele Capital Management
Iowa
$103M -$536K -21,122 -0.5%
FIG
42
FSA Investment Group
Florida
$96.9M +$13.4K +528 +0%
CRC
43
Curi RMB Capital
Illinois
$94.9M -$1.97M -77,635 -2%
Ameriprise
44
Ameriprise
Minnesota
$91M +$3.23M +127,217 +4%
MWP
45
Meridian Wealth Partners
Pennsylvania
$89.9M +$11.8M +465,244 +16%
SIM
46
Sims Investment Management
Ohio
$88.6M +$2.13M +83,888 +3%
IWC
47
Integrated Wealth Concepts
Massachusetts
$82.6M +$769K +30,300 +1%
HWM
48
HB Wealth Management
Georgia
$80.1M +$1.12M +44,177 +1%
CAAM
49
Cornerstone Advisors Asset Management
Pennsylvania
$76.7M +$1.46M +57,654 +2%
FFA
50
Farther Finance Advisors
California
$76.1M +$61.8M +2,433,348 +532%
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