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
BWFA
1051
Baltimore-Washington Financial Advisors
Maryland
$423K
ACM
1052
Advisors Capital Management
New Jersey
$422K
SIA
1053
Strategic Investment Advisors
Michigan
$422K
AGP
1054
Aspire Growth Partners
Florida
$421K
CCAL
1055
City Center Advisors LLC
Michigan
$421K
GIA
1056
Guyasuta Investment Advisors
Pennsylvania
$421K
PWA
1057
Portus Wealth Advisors
North Carolina
$420K
NAS
1058
Nicolet Advisory Services
Wisconsin
$419K
AWAG
1059
ARS Wealth Advisors Group
Florida
$419K
ABC
1060
Associated Banc-Corp
Wisconsin
$419K
AP
1061
Aspect Partners
Virginia
$418K
Two Sigma Investments
1062
Two Sigma Investments
New York
$418K
GLR
1063
Great Lakes Retirement
Ohio
$417K
BWP
1064
BSW Wealth Partners
Colorado
$414K
YAL
1065
Your Advocates Ltd
Texas
$413K
WA
1066
WPG Advisers
Maryland
$413K
ACM
1067
Aspen Capital Management
Idaho
$412K
GWSA
1068
Global Wealth Strategies & Associates
Colorado
$411K
RBC
1069
Romano Brothers & Co
Illinois
$410K
BW
1070
BIP Wealth
Georgia
$408K
KL
1071
Keenan LLC
Massachusetts
$408K
PMG
1072
ProVise Management Group
Florida
$407K
GBWM
1073
Granite Bay Wealth Management
New Hampshire
$406K
FLA
1074
Financial Life Advisors
Texas
$404K
PIM
1075
Penobscot Investment Management
Massachusetts
$402K