SCHX icon

Schwab US Large- Cap ETF

1,386 hedge funds and large institutions have $26.6B invested in Schwab US Large- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 546 increasing their positions, 499 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.67M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1076
Rinkey Investments
California
$306K
FIC
1077
Family Investment Center
Missouri
$306K
CPC
1078
Consolidated Planning Corp
Georgia
$303K
MBFW
1079
Morton Brown Family Wealth
Pennsylvania
$301K
CFG
1080
Carter Financial Group
Illinois
$301K
BCA
1081
Bay Colony Advisors
Massachusetts
$300K
AWM
1082
Austin Wealth Management
Texas
$300K
NCM
1083
Narwhal Capital Management
Georgia
$298K
BWP
1084
Burling Wealth Partners
Illinois
$295K
FFG
1085
Fortem Financial Group
California
$294K
PFP
1086
Pinnacle Financial Partners
Tennessee
$294K
EB
1087
Eastern Bank
Massachusetts
$292K
FWP
1088
Falcon Wealth Planning
California
$291K
CWA
1089
Clarity Wealth Advisors
California
$289K
JF
1090
JSF Financial
California
$288K
SIA
1091
Soltis Investment Advisors
Utah
$288K
NEWAS
1092
N.E.W. Advisory Services
Wisconsin
$285K
SWP
1093
Strategic Wealth Partners
Ohio
$284K
MLA
1094
My Legacy Advisors
Oregon
$284K
CT
1095
Colonial Trust
South Carolina
$284K
CSP
1096
Cary Street Partners
Virginia
$282K
Koshinski Asset Management
1097
Koshinski Asset Management
Illinois
$282K
MWC
1098
MKD Wealth Coaches
Michigan
$280K
ST
1099
Smithfield Trust
Pennsylvania
$279K
CCM
1100
Canal Capital Management
Virginia
$278K