We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

1,550 hedge funds and large institutions have $30.2B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 547 increasing their positions, 551 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $328K

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4391,550 (+111)

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

5% more capital invested

Capital invested by funds: $28.7B → $30.2B (+$1.53B)

0.51% more ownership

Funds ownership: 47.11%47.62% (+0.51%)

1% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 551

Holders
1,550
Holders Change
+111
Holders Change %
+7.71%
% of All Funds
18.85%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
2.51%
New
192
Increased
547
Reduced
551
Closed
54
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
976
Beacon Capital Management LLC (Tennessee)
Tennessee
$552K +$333K +12,482 +155%
FCB
977
First County Bank
Connecticut
$550K -$10.7K -400 -2%
G
978
Gainplan
Michigan
$544K +$481 +18 +0.1%
MWA
979
Motive Wealth Advisors
Michigan
$544K -$12.3K -462 -2%
WCM
980
Weik Capital Management
Pennsylvania
$542K +$16K +600 +3%
EFL
981
ERn Financial LLC
Wisconsin
$542K +$1.15K +43 +0.2%
MWA
982
Martel Wealth Advisors
Washington
$540K +$187 +7 +0%
WCP
983
Wick Capital Partners
Pennsylvania
$538K +$534K +19,982 New
RLWM
984
RF&L Wealth Management
Massachusetts
$537K +$2K +75 +0.4%
EAM
985
Empirical Asset Management
Massachusetts
$537K +$68.1K +2,550 +15%
CGFA
986
Colton Groome Financial Advisors
North Carolina
$534K
TMWM
987
Taylor & Morgan Wealth Management
Michigan
$534K +$530K +19,837 New
LWANC
988
Laurel Wealth Advisors (North Carolina)
North Carolina
$532K -$1.6K -60 -0.3%
CCP
989
Carmel Capital Partners
California
$530K +$9.16K +343 +2%
CCM
990
Canal Capital Management
Virginia
$529K +$160K +5,994 +44%
MIC
991
Means Investment Company
Maine
$526K +$25.6K +957 +5%
CAMG
992
CWA Asset Management Group
Florida
$524K +$52.9K +1,979 +11%
GB
993
Goepper Burkhardt
South Carolina
$523K -$5.34K -200 -1%
IWMO
994
Integrated Wealth Management (Ohio)
Ohio
$523K +$519K +19,434 New
NL
995
NWAM LLC
Washington
$521K -$17.9K -669 -3%
CP
996
Capital Planning
Washington
$520K -$508K -19,032 -50%
GRR
997
Golden Reserve Retirement
Ohio
$519K +$515K +19,283 New
UCI
998
Uncommon Cents Investing
Wisconsin
$518K
GKWIM
999
Gerber Kawasaki Wealth & Investment Management
California
$515K -$6.65K -249 -1%
PP
1000
Patten & Patten
Tennessee
$514K +$50.2K +1,880 +11%