SCHX icon

Schwab US Large- Cap ETF

1,432 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 112 funds opening new positions, 490 increasing their positions, 567 reducing their positions, and 49 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:

0.58% less ownership

Funds ownership: 47.65%47.07% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 194191 (-3)

14% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 567

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
LWMI
701
Landmark Wealth Management (Illinois)
Illinois
$1.17M
Vanguard Group
702
Vanguard Group
Pennsylvania
$1.17M
HR
703
Howe & Rusling
New York
$1.17M
OP
704
ORG Partners
Indiana
$1.17M
SAM
705
Smartleaf Asset Management
Massachusetts
$1.16M
HCP
706
Hardin Capital Partners
South Carolina
$1.16M
EAM
707
Everstar Asset Management
North Carolina
$1.16M
SNPAM
708
St. Nicholas Private Asset Management
Florida
$1.16M
FWCM
709
Ferguson Wellman Capital Management
Oregon
$1.16M
CA
710
Calton & Associates
Florida
$1.15M
SC
711
Schoolcraft Capital
Colorado
$1.14M
RDFA
712
Ritter Daniher Financial Advisory
Ohio
$1.14M
APP
713
Avantax Planning Partners
Iowa
$1.14M
CAG
714
Compass Advisory Group
New York
$1.13M
JF
715
Joule Financial
Kentucky
$1.13M
EFS
716
Econ Financial Services
Pennsylvania
$1.12M
VBFG
717
Vishria Bird Financial Group
Tennessee
$1.12M
Fisher Asset Management
718
Fisher Asset Management
Washington
$1.11M
LIA
719
Lynx Investment Advisory
District of Columbia
$1.11M
CWA
720
Carolina Wealth Advisors
South Carolina
$1.11M
RPGK
721
Retirement Planning Group (Kansas)
Kansas
$1.1M
OFG
722
Orcam Financial Group
California
$1.1M
PFA
723
Petra Financial Advisors
Colorado
$1.09M
LKIM
724
Lawson Kroeker Investment Management
Nebraska
$1.09M
CCWM
725
Cassaday & Co Wealth Management
Virginia
$1.08M