SCHX icon

Schwab US Large- Cap ETF

1,428 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, 488 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: 47.62%47.04% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 567

Holders
1,428
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
BCA
1076
Bay Colony Advisors
Massachusetts
$326K
TIA
1077
Tiemann Investment Advisors
California
$326K
MBFW
1078
Morton Brown Family Wealth
Pennsylvania
$325K
DIS
1079
Diversified Investment Strategies
Louisiana
$324K
AA
1080
Advisory Alpha
Michigan
$323K
VV
1081
Verity & Verity
South Carolina
$321K
M
1082
MOTCO
Texas
$319K
SAM
1083
Secure Asset Management
Michigan
$319K
BWP
1084
Burling Wealth Partners
Illinois
$318K
FFG
1085
Fortem Financial Group
California
$317K
AWM
1086
Austin Wealth Management
Texas
$317K
BM
1087
Berman McAleer
Maryland
$316K
EB
1088
Eastern Bank
Massachusetts
$315K
JF
1089
JSF Financial
California
$312K
SWM
1090
Shakespeare Wealth Management
Wisconsin
$312K
GM
1091
GeoWealth Management
Illinois
$311K
SIA
1092
Soltis Investment Advisors
Utah
$310K
IF
1093
Intrua Financial
Texas
$308K
MWC
1094
MKD Wealth Coaches
Michigan
$308K
NEWAS
1095
N.E.W. Advisory Services
Wisconsin
$307K
TWM
1096
Tradition Wealth Management
Minnesota
$307K
JFG
1097
JDM Financial Group
Texas
$307K
FWP
1098
Falcon Wealth Planning
California
$307K
SWP
1099
Strategic Wealth Partners
Ohio
$306K
WF
1100
Warner Financial
Maryland
$305K