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
RA
1001
RFG Advisory
Alabama
$481K
BAM
1002
Bellevue Asset Management
Washington
$479K
FFM
1003
Forum Financial Management
Illinois
$478K
DP
1004
DDD Partners
Washington
$478K
TA
1005
TPG Advisors
Illinois
$477K
SFG
1006
SageGuard Financial Group
Tennessee
$476K
AIA
1007
Armor Investment Advisors
North Carolina
$476K
ESB
1008
Essex Savings Bank
Connecticut
$476K
PAM
1009
Peak Asset Management
Colorado
$470K
DC
1010
Davenport & Co
Virginia
$470K
STFP
1011
Signal Tree Financial Partners
Ohio
$470K
RCA
1012
Riverview Capital Advisers
Massachusetts
$470K
CF
1013
Centaurus Financial
California
$470K
HBS
1014
Howard Bailey Securities
Indiana
$469K
DT
1015
DV Trading
Illinois
$468K
JLBC
1016
J.L. Bainbridge & Co
Florida
$466K
CW
1017
CreativeOne Wealth
Kansas
$463K
GFG
1018
Grantvest Financial Group
New Jersey
$463K
BA
1019
Blueline Advisors
New Hampshire
$462K
FPW
1020
Flagship Private Wealth
Massachusetts
$458K
MCM
1021
Mainstay Capital Management
Michigan
$458K
First Trust Advisors
1022
First Trust Advisors
Illinois
$456K
NA
1023
Nautilus Advisors
California
$456K
HI
1024
Hudock Inc
Pennsylvania
$456K
TFA
1025
Tobias Financial Advisors
Florida
$454K