We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

1,440 hedge funds and large institutions have $28.7B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 494 increasing their positions, 568 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $311K

129% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $26.7B → $28.7B (+$2.01B)

3% more funds holding

Funds holding: 1,4041,440 (+36)

0.57% less ownership

Funds ownership: 47.68%47.11% (-0.57%)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

13% less repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 568

Holders
1,440
Holders Change
+36
Holders Change %
+2.56%
% of All Funds
18.9%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
2.53%
New
112
Increased
494
Reduced
568
Closed
49
Calls
$1.68M
Puts
$311K
Net Calls
+$1.37M
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
BSI
1076
Bennett Selby Investments
Maine
$332K
SCA
1077
Snowden Capital Advisors
New York
$331K +$1.5K +59 +0.5%
PWM
1078
PTM Wealth Management
United States
$331K -$2.64K -104 -0.8%
RI
1079
Rinkey Investments
California
$329K -$25 -1 -0%
EIG
1080
Ellenbecker Investment Group
Wisconsin
$328K -$35.4K -1,394 -10%
CPC
1081
Consolidated Planning Corp
Georgia
$326K
OCG
1082
Opus Capital Group
Ohio
$326K -$12.2K -480 -4%
CSP
1083
Cary Street Partners
Virginia
$326K +$21.1K +832 +7%
BCA
1084
Bay Colony Advisors
Massachusetts
$326K +$1.93K +76 +0.6%
TIA
1085
Tiemann Investment Advisors
California
$326K -$5.08K -200 -2%
MBFW
1086
Morton Brown Family Wealth
Pennsylvania
$325K
DIS
1087
Diversified Investment Strategies
Louisiana
$324K -$19K -750 -6%
AA
1088
Advisory Alpha
Michigan
$323K -$49.4K -1,945 -14%
VV
1089
Verity & Verity
South Carolina
$321K -$50.8K -2,000 -14%
M
1090
MOTCO
Texas
$319K -$14K -551 -4%
SAM
1091
Secure Asset Management
Michigan
$319K +$21.4K +841 +8%
BWP
1092
Burling Wealth Partners
Illinois
$318K
FFG
1093
Fortem Financial Group
California
$317K
AWM
1094
Austin Wealth Management
Texas
$317K +$914 +36 +0.3%
BM
1095
Berman McAleer
Maryland
$316K +$305K +12,012 New
EB
1096
Eastern Bank
Massachusetts
$315K
JF
1097
JSF Financial
California
$312K +$863 +34 +0.3%
SWM
1098
Shakespeare Wealth Management
Wisconsin
$312K -$124K -4,865 -29%
GM
1099
GeoWealth Management
Illinois
$311K +$32.3K +1,271 +12%
SIA
1100
Soltis Investment Advisors
Utah
$310K