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
FF
1001
Francis Financial
$403K
RBC
1002
Romano Brothers & Co
Illinois
$401K
BWFA
1003
Baltimore-Washington Financial Advisors
Maryland
$400K
PWA
1004
Peterson Wealth Advisors
Utah
$399K
SAA
1005
Southeast Asset Advisors
Georgia
$397K
SIM
1006
Stratos Investment Management
Ohio
$395K
FLA
1007
Financial Life Advisors
Texas
$395K
BTWM
1008
Brass Tax Wealth Management
Ohio
$394K
CIAS
1009
Capital Investment Advisory Services
North Carolina
$394K
DFA
1010
DHJJ Financial Advisors
Illinois
$392K
GF
1011
Gries Financial
Ohio
$390K
ML
1012
Mayport LLC
Massachusetts
$389K
TWA
1013
TCI Wealth Advisors
Arizona
$388K
ACM
1014
Advisors Capital Management
New Jersey
$388K
PW
1015
Paladin Wealth
Minnesota
$383K
MSR
1016
Main Street Research
Connecticut
$383K
FD
1017
Financial Designs
California
$382K
NFA
1018
Northern Financial Advisors
Michigan
$380K
SS
1019
Sound Stewardship
Kansas
$380K
FW
1020
Fairway Wealth
Ohio
$379K
CFG
1021
Certior Financial Group
Pennsylvania
$375K
LWM
1022
Lighthouse Wealth Management
Ohio
$374K
MMA
1023
Miracle Mile Advisors
California
$372K
FA
1024
Fiducient Advisors
Illinois
$372K
GA
1025
GoalVest Advisory
New York
$371K