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
BFC
801
Bedel Financial Consulting
Indiana
$792K
TA
802
TrueWealth Advisors
Alabama
$784K
GT
803
Greenleaf Trust
Michigan
$783K
TWM
804
Tanglewood Wealth Management
Texas
$770K
SPP
805
Single Point Partners
Massachusetts
$766K
LRPA
806
L. Roy Papp & Associates
Arizona
$757K
TC
807
TFR Capital
Texas
$753K
WFA
808
WestHill Financial Advisors
California
$750K
RIS
809
Retirement Income Solutions
Michigan
$750K
GI
810
GS Investments
Minnesota
$749K
FWMP
811
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$745K
MPCL
812
My Personal CFO LLC
Washington
$745K
RFP
813
Root Financial Partners
California
$741K
WJWM
814
Williams Jones Wealth Management
New York
$736K
CPP
815
Capasso Planning Partners
South Carolina
$735K
ICP
816
Impact Capital Partners
Colorado
$735K
SMC
817
Smith, Moore & Co
Missouri
$733K
M&T Bank
818
M&T Bank
New York
$732K
HWA
819
HCR Wealth Advisors
California
$721K
FMWA
820
Forvis Mazars Wealth Advisors
Missouri
$716K
BIAS
821
Beacon Investment Advisory Services
New Jersey
$711K
AAS
822
Ameritas Advisory Services
Nebraska
$709K
OC
823
Oarsman Capital
Wisconsin
$708K
AAG
824
Armstrong Advisory Group
Massachusetts
$704K
BHWM
825
Beaird Harris Wealth Management
Texas
$703K