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
GKWIM
901
Gerber Kawasaki Wealth & Investment Management
California
$510K
CCP
902
Carmel Capital Partners
California
$510K
WPW
903
Waldron Private Wealth
Pennsylvania
$509K
UCI
904
Uncommon Cents Investing
Wisconsin
$507K
TWP
905
Triad Wealth Partners
Kansas
$505K
Wealthfront Advisers
906
Wealthfront Advisers
California
$502K
NB
907
NBT Bank
New York
$499K
Members Trust
908
Members Trust
Florida
$495K
CCA
909
Cadent Capital Advisors
Oklahoma
$494K
AFA
910
Arlington Financial Advisors
California
$492K
MIC
911
Means Investment Company
Maine
$490K
RRA
912
Round Rock Advisors
Connecticut
$489K
GBWM
913
Granite Bay Wealth Management
New Hampshire
$488K
RGF
914
Retirement Guys Formula
Ohio
$487K
JSA
915
Jim Saulnier & Associates
Colorado
$487K
BW
916
Basepoint Wealth
Iowa
$486K
GAM
917
GEM Asset Management
Michigan
$482K
VA
918
Vident Advisory
Georgia
$481K
MWM
919
MBE Wealth Management
Wisconsin
$480K
DC
920
Davenport & Co
Virginia
$479K
PB
921
Pinnacle Bancorp
Nebraska
$478K
BRIA
922
Balanced Rock Investment Advisors
Massachusetts
$478K
DP
923
DDD Partners
Washington
$470K
TA
924
TPG Advisors
Illinois
$470K
ESB
925
Essex Savings Bank
Connecticut
$470K