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
PS
1151
Pinney & Scofield
Massachusetts
$269K
HNWAG
1152
High Net Worth Advisory Group
Florida
$269K
RIP
1153
RAM Investment Partners
Washington
$267K
DIM
1154
Delta Investment Management
California
$267K +$381 +15 +0.1%
CPCM
1155
Cardinal Point Capital Management
Ontario, Canada
$264K -$9.59M -377,451 -97%
AFA
1156
AA Financial Advisors
Ohio
$264K -$5.82K -229 -2%
FFG
1157
Fiduciary Financial Group
California
$264K +$660 +26 +0.3%
JFGIW
1158
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K -$15.8K -624 -6%
AWM
1159
Aprio Wealth Management
Georgia
$263K +$18.3K +720 +8%
CIA
1160
Choate Investment Advisors
Massachusetts
$262K
CS
1161
Crescent Sterling
Louisiana
$261K +$21.6K +850 +9%
EL
1162
EWA LLC
Pennsylvania
$260K +$711 +28 +0.3%
SM
1163
Sensible Money
Arizona
$260K
BFG
1164
Beacon Financial Group
Texas
$260K
SL
1165
Salomon & Ludwin
Virginia
$259K -$22.2K -873 -8%
MWP
1166
Madison Wealth Partners
Wisconsin
$259K +$127 +5 +0.1%
SFWA
1167
Summit Financial Wealth Advisors
Louisiana
$259K +$8K +315 +3%
PF
1168
Penney Financial
Texas
$259K
SWM
1169
Segment Wealth Management
Texas
$258K
FSBI
1170
Fearless Solutions (Best Invest)
Texas
$257K
SRWM
1171
Shira Ridge Wealth Management
California
$256K
WWMSC
1172
Wagner Wealth Management (South Carolina)
South Carolina
$256K -$102 -4 -0%
CWP
1173
Capital Wealth Planning
Florida
$256K +$4.83K +190 +2%
FAC
1174
Financial Advisory Corporation
Michigan
$254K
BCP
1175
Berkeley Capital Partners
Georgia
$253K +$244K +9,619 New