SCHX icon

Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
NHC
501
Nicholas Hoffman & Company
Georgia
$3.21M
ZIM
502
Zacks Investment Management
Illinois
$3.15M
HC
503
Hurley Capital
New York
$3.1M
PA
504
Pinnacle Associates
New York
$3.09M
BF
505
Brucke Financial
Indiana
$3.09M
KCM
506
Kathmere Capital Management
Pennsylvania
$3.07M
NCM
507
Next Capital Management
New York
$3.06M
CMBA
508
C.M. Bidwell & Associates
Hawaii
$3.05M
CIR
509
Clear Investment Research
Georgia
$3.03M
MT
510
Midwest Trust
Kansas
$3.02M
JC
511
JM2 Capital
Oklahoma
$3.02M
TIA
512
Traphagen Investment Advisors
New Jersey
$3M
MFWP
513
Mosaic Family Wealth Partners
Missouri
$3M
WP
514
WealthShield Partners
North Carolina
$2.97M
AWM
515
Avior Wealth Management
Nebraska
$2.97M
BCM
516
Brookstone Capital Management
Illinois
$2.93M
CA
517
Clearstead Advisors
Ohio
$2.9M
AC
518
Apella Capital
Connecticut
$2.88M
BNMT
519
Bawa N Mallick Trust
New York
$2.85M
ZF
520
Zhang Financial
Michigan
$2.85M
FRA
521
Front Row Advisors
California
$2.84M
WP
522
Westmount Partners
California
$2.83M
VFPW
523
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.83M
FGC
524
First Growth Capital
Maryland
$2.83M
AWM
525
Aureum Wealth Management
Florida
$2.82M