SCHX icon

Schwab US Large- Cap ETF

1,537 hedge funds and large institutions have $30.1B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 540 increasing their positions, 551 reducing their positions, and 54 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

5% more capital invested

Capital invested by funds: $28.6B → $30.1B (+$1.51B)

0.47% more ownership

Funds ownership: 47.05%47.52% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

Holders
1,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
$328K
Net Calls
Net Calls Change
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
AssetMark Inc
28
AssetMark Inc
California
$175M
BPA
29
Beacon Pointe Advisors
California
$174M
BWA
30
BlueSky Wealth Advisors
North Carolina
$167M
AA
31
Apriem Advisors
California
$166M
Morgan Stanley
32
Morgan Stanley
New York
$162M
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$143M
FC
34
Financial Consulate
Maryland
$140M
JIC
35
Johnson Investment Counsel
Ohio
$137M
GG
36
Greenwood Gearhart
Arkansas
$128M
OWM
37
Orgel Wealth Management
Wisconsin
$126M
EWM
38
Evermay Wealth Management
Virginia
$119M
CST
39
Charles Schwab Trust
Nevada
$113M
SCM
40
Steele Capital Management
Iowa
$107M
FFA
41
Farther Finance Advisors
California
$107M
CRC
42
Curi RMB Capital
Illinois
$95.8M
FIG
43
FSA Investment Group
Florida
$95.4M
Ameriprise
44
Ameriprise
Minnesota
$93.8M
SIM
45
Sims Investment Management
Ohio
$92M
MWP
46
Meridian Wealth Partners
Pennsylvania
$91.6M
EWA
47
EP Wealth Advisors
California
$86.6M
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$86.2M
IWC
49
Integrated Wealth Concepts
Massachusetts
$84.8M
HWM
50
HB Wealth Management
Georgia
$81.6M