We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

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: 1,4041,440 (+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: 196193 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
801
Focus Partners Advisor Solutions
Missouri
$835K -$229K -9,031 -22%
DIA
802
Dana Investment Advisors
Wisconsin
$831K +$59.2K +2,330 +8%
LF
803
LifePlan Financial
Minnesota
$830K -$59.3K -2,336 -7%
CFG
804
Citizens Financial Group
Rhode Island
$824K -$36.1K -1,422 -4%
DI
805
Disciplined Investors
Texas
$822K -$3.83K -151 -0.5%
PFBT
806
Parkside Financial Bank & Trust
Missouri
$817K +$1.37K +54 +0.2%
CWM
807
Chesapeake Wealth Management
Virginia
$816K -$13.3K -525 -2%
CA
808
Continuum Advisory
Idaho
$815K -$118K -4,635 -13%
SWM
809
Spire Wealth Management
Virginia
$806K +$305 +12 +0%
IPA
810
Investment Planning Advisors
Georgia
$806K +$1.37K +54 +0.2%
BA
811
Bridgewater Advisors
New York
$805K -$99.1K -3,903 -11%
AWM
812
Accurate Wealth Management
Florida
$804K -$89.5K -3,526 -10%
CWA
813
Crux Wealth Advisors
California
$802K -$76.3K -3,004 -9%
CFP
814
Cypress Financial Planning
New Jersey
$802K -$34.3K -1,351 -4%
FBB
815
Fulton Breakefield Broenniman
Maryland
$799K
WP
816
WealthPLAN Partners
Nebraska
$799K -$2.69K -106 -0.3%
ATI
817
ARK & TLK Investments
Oklahoma
$798K -$3.12K -123 -0.4%
SPIA
818
Steward Partners Investment Advisory
New York
$796K +$85.2K +3,355 +12%
BFC
819
Bedel Financial Consulting
Indiana
$792K +$7.47K +294 +1%
TA
820
TrueWealth Advisors
Alabama
$784K
GT
821
Greenleaf Trust
Michigan
$783K -$53.6K -2,112 -7%
TWM
822
Tanglewood Wealth Management
Texas
$770K
SPP
823
Single Point Partners
Massachusetts
$766K -$20K -787 -3%
LRPA
824
L. Roy Papp & Associates
Arizona
$757K
TC
825
TFR Capital
Texas
$753K