SCHX icon

Schwab US Large- Cap ETF

1,518 hedge funds and large institutions have $29.9B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 537 increasing their positions, 549 reducing their positions, and 52 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:

4% more capital invested

Capital invested by funds: $28.6B → $29.9B (+$1.23B)

0.03% more ownership

Funds ownership: 47.04%47.07% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
196
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
FAG
676
Fortitude Advisory Group
Washington
$1.52M
GG
677
GenWealth Group
New Jersey
$1.51M
BIM
678
Breakwater Investment Management
Washington
$1.5M
CCFM
679
Clear Creek Financial Management
Washington
$1.5M
FPAS
680
Focus Partners Advisor Solutions
Missouri
$1.5M
TFP
681
Tilia Fiduciary Partners
North Carolina
$1.49M
KIA
682
KCM Investment Advisors
California
$1.49M
RWM
683
Revisor Wealth Management
Ohio
$1.47M
TYCC
684
Texas Yale Capital Corp
Florida
$1.47M
SSW
685
Stone Summit Wealth
Florida
$1.47M
KA
686
KLCM Advisors
Wisconsin
$1.46M
SAM
687
Smartleaf Asset Management
Massachusetts
$1.46M
FWI
688
Facet Wealth Inc
Maryland
$1.45M
GFA
689
Godfrey Financial Associates
New York
$1.44M
HR
690
Howe & Rusling
New York
$1.43M
CA
691
CGN Advisors
Kansas
$1.42M
MA
692
MONECO Advisors
Connecticut
$1.41M
VCWA
693
Vanguard Capital Wealth Advisors
Colorado
$1.4M
YIH
694
Y-Intercept (HK)
Hong Kong
$1.39M
SH
695
SLT Holdings
Arizona
$1.38M
AFG
696
Atomi Financial Group
New York
$1.37M
VC
697
Veery Capital
Delaware
$1.35M
CCA
698
Clarity Capital Advisors
Florida
$1.35M
CPA
699
Capital Performance Advisors
California
$1.34M
EP
700
Edgestream Partners
New Jersey
$1.34M