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
AWA
776
Arkadios Wealth Advisors
Georgia
$873K
KJWM
777
Kiley Juergens Wealth Management
Washington
$861K
MSS
778
Mitchell Sinkler & Starr
Pennsylvania
$860K
ACM
779
Anfield Capital Management
California
$859K
KA
780
Klingman & Associates
New York
$858K
FFB
781
First Financial Bankshares
Texas
$857K
CWA
782
CM Wealth Advisors
Ohio
$857K
PK
783
Pflug Koory
Nebraska
$857K
KPWS
784
Kestra Private Wealth Services
Texas
$855K
RIA
785
Regal Investment Advisors
Michigan
$849K
SFS
786
Security Financial Services
Indiana
$848K
PMFA
787
Plante Moran Financial Advisors
Michigan
$846K
CFP
788
Catalyst Financial Partners
Massachusetts
$836K
BWP
789
Bernardo Wealth Planning
Pennsylvania
$836K
FPAS
790
Focus Partners Advisor Solutions
Missouri
$835K
DIA
791
Dana Investment Advisors
Wisconsin
$831K
LF
792
LifePlan Financial
Minnesota
$830K
CFG
793
Citizens Financial Group
Rhode Island
$824K
DI
794
Disciplined Investors
Texas
$822K
PFBT
795
Parkside Financial Bank & Trust
Missouri
$817K
CWM
796
Chesapeake Wealth Management
Virginia
$816K
CA
797
Continuum Advisory
Idaho
$815K
SWM
798
Spire Wealth Management
Virginia
$806K
IPA
799
Investment Planning Advisors
Georgia
$806K
BA
800
Bridgewater Advisors
New York
$805K