SCHX icon

Schwab US Large- Cap ETF

1,432 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 112 funds opening new positions, 490 increasing their positions, 567 reducing their positions, and 49 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:

0.58% less ownership

Funds ownership: 47.65%47.07% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 194191 (-3)

14% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 567

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
Citadel Advisors
876
Citadel Advisors
Florida
$594K
FMN
877
Financial Management Network
California
$593K
BWM
878
Boyd Wealth Management
California
$589K
HFS
879
Heritage Financial Services
Massachusetts
$587K
AIM
880
Acropolis Investment Management
Missouri
$586K
PTB
881
Pioneer Trust Bank
Oregon
$585K
GFA
882
Gallagher Fiduciary Advisors
Illinois
$579K
FFA
883
Fragasso Financial Advisors
Pennsylvania
$573K
AP
884
Aspect Partners
Virginia
$569K
VBFP
885
Valtinson Bruner Financial Planning
Minnesota
$568K
C
886
Certuity
Florida
$563K
CCMG
887
Clark Capital Management Group
Pennsylvania
$562K
FG
888
Fairman Group
Pennsylvania
$559K
LC
889
LCNB Corp
Ohio
$556K
BC
890
Brio Consultants
California
$554K
DF
891
DecisionPoint Financial
Arizona
$552K
MP
892
McDonald Partners
Ohio
$552K
NFTC
893
North Forty Two & Co
Oregon
$551K
GWM
894
GSB Wealth Management
Connecticut
$549K
FCB
895
First County Bank
Connecticut
$548K
MCM
896
Morton Capital Management
California
$548K
RWM
897
Rockwood Wealth Management
Pennsylvania
$548K
CPW
898
Crestmont Private Wealth
Texas
$546K
KWM
899
KW Wealth Management
California
$545K
MWA
900
Motive Wealth Advisors
Michigan
$545K