SCHX icon

Schwab US Large- Cap ETF

1,420 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 110 funds opening new positions, 485 increasing their positions, 565 reducing their positions, and 48 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:

0.59% less ownership

Funds ownership: 47.63%47.04% (-0.59%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 565

Holders
1,420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
BFPW
501
BOK Financial Private Wealth
Colorado
$2.67M
JFGLC
502
Johnson Financial Group LLC (Colorado)
Colorado
$2.65M
AV
503
Aspiring Ventures
Ohio
$2.64M
CFGSD
504
Compass Financial Group (South Dakota)
South Dakota
$2.63M
CWM
505
Cabot Wealth Management
Massachusetts
$2.62M
MAG
506
Mayfair Advisory Group
Alabama
$2.6M
CWM
507
CCG Wealth Management
California
$2.59M
Empower Advisory Group
508
Empower Advisory Group
Colorado
$2.55M
HAP
509
Harbor Asset Planning
Massachusetts
$2.55M
WI
510
Wedgewood Investors
Pennsylvania
$2.54M
S
511
SignatureFD
Georgia
$2.53M
DSC
512
Duncker Streett & Co
Missouri
$2.5M
PL
513
Plancorp LLC
Missouri
$2.48M
LTL
514
Lowery Thomas LLC
California
$2.47M
AWM
515
AE Wealth Management
Kansas
$2.47M
BRWA
516
B. Riley Wealth Advisors
Florida
$2.46M
MCM
517
Mitchell Capital Management
Kansas
$2.46M
CFO
518
Callan Family Office
Pennsylvania
$2.45M
OC
519
Oppenheimer & Co
New York
$2.44M
BCM
520
Brookstone Capital Management
Illinois
$2.44M
HIC
521
Holderness Investments Company
North Carolina
$2.43M
PCM
522
Parsons Capital Management
Rhode Island
$2.42M
FWP
523
FAS Wealth Partners
Kansas
$2.41M
SEEDPG
524
S.E.E.D. Planning Group
New York
$2.4M
VP
525
Verum Partners
North Carolina
$2.39M