SCHX icon

Schwab US Large- Cap ETF

1,403 hedge funds and large institutions have $28.5B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 481 increasing their positions, 555 reducing their positions, and 48 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:

0.68% less ownership

Funds ownership: 47.6%46.92% (-0.68%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

13% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 555

Holders
1,403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
MA
1026
Montag & Associates
Georgia
$358K
MWM
1027
Mindset Wealth Management
Indiana
$354K
RWM
1028
Ritholtz Wealth Management
New York
$351K
PCG
1029
Prosperity Consulting Group
Maryland
$351K
MIM
1030
Macroview Investment Management
Maryland
$351K
FMII
1031
Farmers & Merchants Investments Inc
Nebraska
$351K
FC
1032
Fusion Capital
South Carolina
$349K
TPWA
1033
TRUE Private Wealth Advisors
Oregon
$346K
LA
1034
Legacy Advisors
Pennsylvania
$346K
ACP
1035
Aviance Capital Partners
Florida
$343K
CAM
1036
Costello Asset Management
Pennsylvania
$343K
BWM
1037
Brown Wealth Management
Illinois
$343K
CF
1038
Clarity Financial
Texas
$341K
BW
1039
BIP Wealth
Georgia
$340K
BC
1040
Bowman & Company
Wisconsin
$339K
IAS
1041
Insigneo Advisory Services
Florida
$338K
FWS
1042
FinDec Wealth Services
California
$337K
PCM
1043
Palouse Capital Management
Washington
$337K
RIL
1044
Rothschild Investment LLC
Illinois
$336K
OAM
1045
Oppenheimer Asset Management
New York
$336K
SFG
1046
Stonebridge Financial Group
Pennsylvania
$336K
AIA
1047
AssuredPartners Investment Advisors
Florida
$335K
PCA
1048
Prosperity Capital Advisors
Ohio
$334K
CT
1049
Clearstead Trust
Maine
$334K
ACI
1050
Alpha Cubed Investments
California
$334K