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
IIA
626
Integrity Investment Advisors
Colorado
$1.86M
ANTB
627
AMG National Trust Bank
Colorado
$1.85M
EAM
628
Evanson Asset Management
California
$1.85M
AC
629
Avant Capital
Louisiana
$1.84M
RRAL
630
RED REEF ADVISORS LLC
Florida
$1.84M
WIM
631
Warwick Investment Management
Texas
$1.82M
HWA
632
Heartwood Wealth Advisors
Virginia
$1.82M
VCM
633
Vision Capital Management
Oregon
$1.79M
FTS
634
Fifth Third Securities
Ohio
$1.79M
TFS
635
Thoroughbred Financial Services
Tennessee
$1.78M
APG
636
Abacus Planning Group
South Carolina
$1.78M
EWA
637
EverSource Wealth Advisors
Alabama
$1.78M
EWA
638
Emergent Wealth Advisors
New York
$1.78M
SHA
639
Seneca House Advisors
Virginia
$1.77M
WA
640
Win Advisors
Florida
$1.76M
Russell Investments Group
641
Russell Investments Group
United Kingdom
$1.76M
CI
642
CX Institutional
Indiana
$1.74M
CCG
643
Chatham Capital Group
Georgia
$1.74M
Fifth Third Bancorp
644
Fifth Third Bancorp
Ohio
$1.74M
NB
645
Northwest Bancshares
Pennsylvania
$1.72M
BH
646
Burk Holdings
Oklahoma
$1.72M
CAL
647
Capital Advisors Ltd
Ohio
$1.71M
WF
648
Womack Financial
Texas
$1.71M
IF
649
Ironwood Financial
Arizona
$1.69M
HI
650
Human Investing
Oregon
$1.69M