We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

1,549 hedge funds and large institutions have $30.2B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 547 increasing their positions, 551 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $328K

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4381,549 (+111)

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

5% more capital invested

Capital invested by funds: $28.7B → $30.2B (+$1.53B)

0.51% more ownership

Funds ownership: 47.11%47.62% (+0.51%)

1% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 551

Holders
1,549
Holders Change
+111
Holders Change %
+7.72%
% of All Funds
18.85%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
2.51%
New
192
Increased
547
Reduced
551
Closed
54
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
26
Vantagepoint Investment Advisers
District of Columbia
$204M
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$192M +$17.7M +663,721 +10%
AssetMark Inc
28
AssetMark Inc
California
$175M -$29.5M -1,104,161 -14%
BPA
29
Beacon Pointe Advisors
California
$174M +$12.4M +465,022 +8%
BWA
30
BlueSky Wealth Advisors
North Carolina
$167M +$1.66M +62,149 +1%
AA
31
Apriem Advisors
California
$166M -$6.37M -238,596 -4%
Morgan Stanley
32
Morgan Stanley
New York
$162M +$8.28M +310,042 +5%
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$143M +$1.79M +66,926 +1%
FC
34
Financial Consulate
Maryland
$140M +$1.84M +68,869 +1%
JIC
35
Johnson Investment Counsel
Ohio
$137M +$1.39M +52,009 +1%
GG
36
Greenwood Gearhart
Arkansas
$128M -$5.6M -209,852 -4%
OWM
37
Orgel Wealth Management
Wisconsin
$126M -$342K -12,789 -0.3%
EWM
38
Evermay Wealth Management
Virginia
$119M -$1.18M -44,087 -1%
CST
39
Charles Schwab Trust
Nevada
$113M +$1.36M +50,745 +1%
SCM
40
Steele Capital Management
Iowa
$107M +$1.86M +69,493 +2%
FFA
41
Farther Finance Advisors
California
$107M +$28.9M +1,081,148 +37%
CRC
42
Curi RMB Capital
Illinois
$95.8M -$1.07M -39,969 -1%
FIG
43
FSA Investment Group
Florida
$95.4M -$3.2M -119,691 -3%
Ameriprise
44
Ameriprise
Minnesota
$93.8M +$842K +31,527 +0.9%
SIM
45
Sims Investment Management
Ohio
$92M +$1.52M +57,063 +2%
MWP
46
Meridian Wealth Partners
Pennsylvania
$91.6M -$241K -9,023 -0.3%
EWA
47
EP Wealth Advisors
California
$86.6M +$85.9M +3,216,726 New
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$86.2M +$15.3M +571,987 +22%
IWC
49
Integrated Wealth Concepts
Massachusetts
$84.8M +$415K +15,546 +0.5%
HWM
50
HB Wealth Management
Georgia
$81.6M -$302K -11,309 -0.4%