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Schwab US Large- Cap ETF
SCHX

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: 1,404 → 1,440 (+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: 196 → 193 (-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

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$193M
2
FFA
Farther Finance Advisors
California
+$61.8M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$45.9M
4
MWM
Modern Wealth Management
Kansas
+$44.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$41.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$235M
2
SEI Investments
SEI Investments
Pennsylvania
-$116M
3
FI
FIDELIS iM
Oregon
-$30.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$27.7M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
726
Orcam Financial Group
California
$1.1M +$102 +4 +0%
PFA
727
Petra Financial Advisors
Colorado
$1.09M -$143K -5,637 -12%
LKIM
728
Lawson Kroeker Investment Management
Nebraska
$1.09M – – –
CCWM
729
Cassaday & Co Wealth Management
Virginia
$1.08M +$4.19K +165 +0.4%
NFW
730
Noble Family Wealth
Florida
$1.08M – – –
SG
731
StoneX Group
New York
$1.07M +$12.3K +485 +1%
TCM
732
Twele Capital Management
Minnesota
$1.06M -$48.5K -1,909 -5%
FTUS
733
Flow Traders U.S.
New York
$1.06M +$1.02M +40,326 New
LEFP
734
Leading Edge Financial Planning
Tennessee
$1.06M -$32.1K -1,263 -3%
OWCM
735
One Wealth Capital Management
Arizona
$1.06M -$25 -1 -0%
JCM
736
Jacobsen Capital Management
Utah
$1.05M -$40.4K -1,592 -4%
BWA
737
Beam Wealth Advisors
Louisiana
$1.05M -$127 -5 -0%
AIA
738
Alternative Investment Advisors
Florida
$1.05M +$72.2K +2,844 +8%
RSWA
739
Robinson Smith Wealth Advisors
Maine
$1.05M -$27.8K -1,094 -3%
NEAM
740
New England Asset Management
Connecticut
$1.05M +$1.01M +39,675 New
AFG
741
Atomi Financial Group
New York
$1.04M -$59K -2,322 -6%
AT
742
American Trust
Kentucky
$1.04M +$1,000K +39,365 New
VFG
743
Victory Financial Group
Texas
$1.03M +$80.2K +3,160 +9%
PCM
744
Park Capital Management
Wisconsin
$1.03M -$17.1K -675 -2%
PEA
745
Park Edge Advisors
Ohio
$1.03M -$17.7K -696 -2%
JWBC
746
John W. Brooker & Co
California
$1.02M +$220K +8,677 +29%
CWA
747
Cura Wealth Advisors
Illinois
$1.02M – – –
FTC
748
Farmers Trust Company
Ohio
$1.02M -$19.5K -768 -2%
CA
749
Cambridge Advisors
Nebraska
$1.01M +$2.54K +100 +0.3%
CP
750
Capital Planning
Washington
$1.01M +$363K +14,277 +59%
28 29
30
31 32

SCHX Hedge Fund Activity: Q3 2025 in Review

1,440 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2025, worth a combined $28.7B — up 7.6% from $26.7B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SCHX positions and 49 closed out — a net gain of 63 holders — while 494 added to existing stakes and 568 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $193M. The largest seller was Envestnet Asset Management, cutting an estimated $235M.

  • 1,440 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2025, up from 1,404 in Q2 2025.
  • Funds reported $28.7B of Schwab US Large- Cap ETF stock for Q3 2025, up 7.6% quarter-over-quarter.
  • 112 funds opened new Schwab US Large- Cap ETF positions in Q3 2025 and 49 closed out, a net change of +63 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $193M added.
  • The largest Schwab US Large- Cap ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2025.