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
BL
676
BFSG LLC
California
$1.28M
LCC
677
Lincoln Capital Corp
Rhode Island
$1.28M
UIA
678
Ulland Investment Advisors
Minnesota
$1.27M
CCM
679
Colorado Capital Management
Colorado
$1.26M
IPWA
680
International Private Wealth Advisors
California
$1.26M
Comerica Bank
681
Comerica Bank
Texas
$1.25M
RSWM
682
Robertson Stephens Wealth Management
California
$1.24M
DT
683
Diversified Trust
Tennessee
$1.23M
CAM
684
Cozad Asset Management
Illinois
$1.23M
FWA
685
FSM Wealth Advisors
Ohio
$1.21M
WCM
686
Wealthcare Capital Management
Virginia
$1.2M
CPA
687
Capital Performance Advisors
California
$1.2M
BAS
688
Breakthru Advisory Services
Wisconsin
$1.19M
MFF
689
Michels Family Financial
Texas
$1.19M
SA
690
Sovran Advisors
California
$1.19M
SL
691
Sentinus LLC
Illinois
$1.18M
KWA
692
Kondo Wealth Advisors
California
$1.18M
DB
693
Dravo Bay
Delaware
$1.17M
HWA
694
HHM Wealth Advisors
Tennessee
$1.17M
FCM
695
Firestone Capital Management
Florida
$1.17M
LWMI
696
Landmark Wealth Management (Illinois)
Illinois
$1.17M
Vanguard Group
697
Vanguard Group
Pennsylvania
$1.17M
HR
698
Howe & Rusling
New York
$1.17M
OP
699
ORG Partners
Indiana
$1.17M
SAM
700
Smartleaf Asset Management
Massachusetts
$1.16M