SCHX icon

Schwab US Large- Cap ETF

1,518 hedge funds and large institutions have $29.9B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 537 increasing their positions, 549 reducing their positions, and 52 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $28.6B → $29.9B (+$1.23B)

0.03% more ownership

Funds ownership: 47.04%47.07% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
196
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
$328K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Adams Wealth Management
Utah
$56.9M
Goldman Sachs
77
Goldman Sachs
New York
$55.8M
Raymond James Financial
78
Raymond James Financial
Florida
$55.1M
MWM
79
Modern Wealth Management
Kansas
$53.8M
RDWM
80
Red Door Wealth Management
Tennessee
$53.4M
NFG
81
Northeast Financial Group
Pennsylvania
$53.4M
PFA
82
Pure Financial Advisors
California
$53.2M
VNA
83
Valley National Advisers
Pennsylvania
$53M
UCFA
84
United Capital Financial Advisors
Texas
$51.2M
BFG
85
Bleakley Financial Group
New Jersey
$50.9M
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$49.8M
AP
87
Appleton Partners
Massachusetts
$49.7M
IAS
88
IMA Advisory Services
Colorado
$48.1M
HI
89
Harbour Investments
Wisconsin
$47.8M
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$47.5M
CPIG
91
Chicago Partners Investment Group
Illinois
$47.2M
VWA
92
Visionary Wealth Advisors
Illinois
$47.1M
RCM
93
Richardson Capital Management
Wisconsin
$47M
CMP
94
Courage Miller Partners
Virginia
$47M
WIA
95
World Investment Advisors
California
$45M
KCPG
96
Kavar Capital Partners Group
Kansas
$44.9M
QCM
97
Quantinno Capital Management
New York
$43.3M
SWM
98
SigFig Wealth Management
California
$41.7M
NDSI
99
Newman Dignan & Sheerar Inc
Rhode Island
$41.4M
WSFS
100
Wilmington Savings Fund Society
Delaware
$41.4M