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
MIC
926
Means Investment Company
Maine
$490K
RRA
927
Round Rock Advisors
Connecticut
$489K
GBWM
928
Granite Bay Wealth Management
New Hampshire
$488K
RGF
929
Retirement Guys Formula
Ohio
$487K
JSA
930
Jim Saulnier & Associates
Colorado
$487K
BW
931
Basepoint Wealth
Iowa
$486K
GAM
932
GEM Asset Management
Michigan
$482K
VA
933
Vident Advisory
Georgia
$481K
MWM
934
MBE Wealth Management
Wisconsin
$480K
DC
935
Davenport & Co
Virginia
$479K
PB
936
Pinnacle Bancorp
Nebraska
$478K
BRIA
937
Balanced Rock Investment Advisors
Massachusetts
$478K
DP
938
DDD Partners
Washington
$470K
TA
939
TPG Advisors
Illinois
$470K
ESB
940
Essex Savings Bank
Connecticut
$470K
PFA
941
Pathway Financial Advisors
Vermont
$470K
FFM
942
Forum Financial Management
Illinois
$469K
BAM
943
Bellevue Asset Management
Washington
$469K
GWA
944
Geometric Wealth Advisors
District of Columbia
$467K
AIA
945
Armor Investment Advisors
North Carolina
$466K
CAMG
946
CWA Asset Management Group
Florida
$461K
PAM
947
Peak Asset Management
Colorado
$460K
CF
948
Centaurus Financial
California
$460K
AIM
949
AHL Investment Management
Florida
$459K
RCA
950
Riverview Capital Advisers
Massachusetts
$459K