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
LF
1026
LifeSteps Financial
California
$371K
CWM
1027
Cadence Wealth Management
Massachusetts
$368K
CG
1028
CFO4Life Group
Texas
$368K
PSA
1029
Plum Street Advisors
Louisiana
$368K
CIM
1030
Contravisory Investment Management
Massachusetts
$367K
WW
1031
Westshore Wealth
California
$366K
TAM
1032
Titleist Asset Management
Texas
$366K
FA
1033
FC Advisory
Pennsylvania
$366K
WA
1034
Waddell & Associates
Tennessee
$365K
LGWM
1035
Litman Gregory Wealth Management
California
$365K
PIA
1036
Panoramic Investment Advisors
Colorado
$365K
PAM
1037
Pegasus Asset Management
New York
$365K
CAG
1038
Curtis Advisory Group
California
$365K
AWAG
1039
ARS Wealth Advisors Group
Florida
$364K
SIA
1040
SeaBridge Investment Advisors
New Jersey
$363K
MA
1041
Modus Advisors
Minnesota
$362K
MCC
1042
Money Concepts Capital
Florida
$360K
CCM
1043
Canal Capital Management
Virginia
$360K
BIG
1044
Builder Investment Group
Georgia
$358K
MA
1045
Montag & Associates
Georgia
$358K
MWM
1046
Mindset Wealth Management
Indiana
$354K
PWM
1047
Peterson Wealth Management
Nevada
$352K
RWM
1048
Ritholtz Wealth Management
New York
$351K
PCG
1049
Prosperity Consulting Group
Maryland
$351K
MIM
1050
Macroview Investment Management
Maryland
$351K