We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

1,550 hedge funds and large institutions have $30.2B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 547 increasing their positions, 551 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $328K

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4391,550 (+111)

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

5% more capital invested

Capital invested by funds: $28.7B → $30.2B (+$1.53B)

0.51% more ownership

Funds ownership: 47.11%47.62% (+0.51%)

1% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 551

Holders
1,550
Holders Change
+111
Holders Change %
+7.71%
% of All Funds
18.85%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
2.51%
New
192
Increased
547
Reduced
551
Closed
54
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1101
Capital Planning Advisors
California
$391K +$388K +14,541 New
CPCM
1102
Cardinal Point Capital Management
Ontario, Canada
$390K +$118K +4,422 +44%
CWM
1103
Cadence Wealth Management
Massachusetts
$387K +$10.7K +401 +3%
FW
1104
Fairway Wealth
Ohio
$387K
BIG
1105
Builder Investment Group
Georgia
$384K +$18.5K +692 +5%
LWM
1106
Lighthouse Wealth Management
Ohio
$382K
FD
1107
Financial Designs
California
$381K
MCC
1108
Money Concepts Capital
Florida
$381K +$13.4K +501 +4%
CFG
1109
Certior Financial Group
Pennsylvania
$381K -$2.24K -84 -0.6%
FA
1110
Fiducient Advisors
Illinois
$380K
GA
1111
GoalVest Advisory
New York
$379K
OAM
1112
Oppenheimer Asset Management
New York
$377K +$33.3K +1,247 +10%
BIG
1113
Brooklyn Investment Group
New York
$376K -$1.24M -46,434 -77%
CG
1114
CFO4Life Group
Texas
$376K +$240 +9 +0.1%
MWM
1115
Mindset Wealth Management
Indiana
$376K +$14K +523 +4%
PSA
1116
Plum Street Advisors
Louisiana
$376K
WW
1117
Westshore Wealth
California
$375K +$1.12K +42 +0.3%
CIM
1118
Cambria Investment Management
California
$374K +$372K +13,915 New
CF
1119
Clarity Financial
Texas
$374K +$25K +935 +7%
PIA
1120
Panoramic Investment Advisors
Colorado
$373K +$801 +30 +0.2%
LGWM
1121
Litman Gregory Wealth Management
California
$373K
PAM
1122
Pegasus Asset Management
New York
$373K
PVI
1123
Pine Valley Investments
New Jersey
$372K +$29.9K +1,120 +9%
CAG
1124
Curtis Advisory Group
California
$372K -$641 -24 -0.2%
WA
1125
Waddell & Associates
Tennessee
$372K -$1.31K -49 -0.4%