SCHX icon

Schwab US Large- Cap ETF

1,403 hedge funds and large institutions have $28.5B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 481 increasing their positions, 555 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:

0.68% less ownership

Funds ownership: 47.6%46.92% (-0.68%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

13% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 555

Holders
1,403
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
AT
726
American Trust
Kentucky
$1.04M
VFG
727
Victory Financial Group
Texas
$1.03M
PCM
728
Park Capital Management
Wisconsin
$1.03M
PEA
729
Park Edge Advisors
Ohio
$1.03M
JWBC
730
John W. Brooker & Co
California
$1.02M
CWA
731
Cura Wealth Advisors
Illinois
$1.02M
FTC
732
Farmers Trust Company
Ohio
$1.02M
CA
733
Cambridge Advisors
Nebraska
$1.01M
CP
734
Capital Planning
Washington
$1.01M
SA
735
Stewardship Advisors
Pennsylvania
$1.01M
CCC
736
Compass Capital Corp
Massachusetts
$1.01M
MCP
737
Mirador Capital Partners
California
$1M
Franklin Resources
738
Franklin Resources
California
$1M
EK
739
Evensky & Katz
Florida
$998K
MIP
740
Marietta Investment Partners
Wisconsin
$985K
Baird Financial Group
741
Baird Financial Group
Wisconsin
$983K
CIC
742
Carnegie Investment Counsel
Ohio
$977K
Neuberger Berman Group
743
Neuberger Berman Group
New York
$975K
CW
744
Curio Wealth
Maryland
$966K
VVP
745
Venture Visionary Partners
Ohio
$965K
CIA
746
Covington Investment Advisors
Pennsylvania
$954K
FA
747
FF Advisors
California
$954K
PWM
748
Praetorian Wealth Management
California
$953K
NWMG
749
National Wealth Management Group
Ohio
$950K
WFS
750
Walker Financial Services
Kentucky
$948K