We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

1,440 hedge funds and large institutions have $28.7B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 494 increasing their positions, 568 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $311K

129% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $26.7B → $28.7B (+$2.01B)

3% more funds holding

Funds holding: 1,4041,440 (+36)

0.57% less ownership

Funds ownership: 47.68%47.11% (-0.57%)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

13% less repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 568

Holders
1,440
Holders Change
+36
Holders Change %
+2.56%
% of All Funds
18.9%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
2.53%
New
112
Increased
494
Reduced
568
Closed
49
Calls
$1.68M
Puts
$311K
Net Calls
+$1.37M
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
676
Fort Point Capital Partners
California
$1.33M -$95K -3,739 -7%
CCA
677
Clarity Capital Advisors
Florida
$1.31M +$3.53K +139 +0.3%
AWM
678
Ariadne Wealth Management
California
$1.31M
VPA
679
Vernal Point Advisors
California
$1.31M
TCA
680
Transcend Capital Advisors
New Jersey
$1.31M +$47.7K +1,880 +4%
CA
681
Crewe Advisors
Utah
$1.3M +$12.5K +492 +1%
ECM
682
Evergreen Capital Management
Washington
$1.3M +$152 +6 +0%
LIM
683
Lathrop Investment Management
Arkansas
$1.28M +$85K +3,346 +7%
BL
684
BFSG LLC
California
$1.28M +$5.43K +214 +0.4%
LCC
685
Lincoln Capital Corp
Rhode Island
$1.28M -$381 -15 -0%
WF
686
Womack Financial
Texas
$1.28M +$958K +37,731 +347%
UIA
687
Ulland Investment Advisors
Minnesota
$1.27M -$7.36K -290 -0.6%
CCM
688
Colorado Capital Management
Colorado
$1.26M +$6.45K +254 +0.5%
IPWA
689
International Private Wealth Advisors
California
$1.26M -$440K -17,308 -27%
Comerica Bank
690
Comerica Bank
Texas
$1.25M -$66.7K -2,625 -5%
RSWM
691
Robertson Stephens Wealth Management
California
$1.24M +$76 +3 +0%
DT
692
Diversified Trust
Tennessee
$1.23M
CAM
693
Cozad Asset Management
Illinois
$1.23M -$9.88K -389 -0.8%
FWA
694
FSM Wealth Advisors
Ohio
$1.21M -$49.4K -1,947 -4%
WCM
695
Wealthcare Capital Management
Virginia
$1.2M -$1.85K -73 -0.2%
CPA
696
Capital Performance Advisors
California
$1.2M +$110K +4,350 +11%
BAS
697
Breakthru Advisory Services
Wisconsin
$1.19M +$866K +34,103 +304%
MFF
698
Michels Family Financial
Texas
$1.19M +$2.9K +114 +0.3%
SA
699
Sovran Advisors
California
$1.19M -$138K -5,426 -11%
SL
700
Sentinus LLC
Illinois
$1.18M -$889 -35 -0.1%