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
NHC
476
Nicholas Hoffman & Company
Georgia
$3.1M
HC
477
Hurley Capital
New York
$3.09M
ZIM
478
Zacks Investment Management
Illinois
$3.09M
WWM
479
Western Wealth Management
Colorado
$3.08M
KCM
480
Kathmere Capital Management
Pennsylvania
$3.07M
PA
481
Pinnacle Associates
New York
$3.07M
FCC
482
Flower City Capital
New York
$3.07M
CMBA
483
C.M. Bidwell & Associates
Hawaii
$3.06M
NCM
484
Next Capital Management
New York
$3.04M
BF
485
Brucke Financial
Indiana
$3M
CIR
486
Clear Investment Research
Georgia
$2.98M
MT
487
Midwest Trust
Kansas
$2.96M
AWM
488
Avior Wealth Management
Nebraska
$2.94M
WP
489
WealthShield Partners
North Carolina
$2.92M
PC
490
Payne Capital
Oregon
$2.91M
SC
491
SouthState Corp
Florida
$2.89M
CA
492
Clearstead Advisors
Ohio
$2.87M
FRA
493
Front Row Advisors
California
$2.83M
VFPW
494
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.82M
JPLA
495
Joseph P. Lucia & Associates
New York
$2.81M
LFG
496
Larson Financial Group
Missouri
$2.81M
BNMT
497
Bawa N Mallick Trust
New York
$2.79M
WP
498
Westmount Partners
California
$2.79M
SCM
499
Stordahl Capital Management
Colorado
$2.78M
WA
500
Win Advisors
Florida
$2.71M