SCHX icon

Schwab US Large- Cap ETF

1,420 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 110 funds opening new positions, 485 increasing their positions, 565 reducing their positions, and 48 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:

0.59% less ownership

Funds ownership: 47.63%47.04% (-0.59%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 565

Holders
1,420
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
PWMAG
1176
Pinnacle Wealth Management Advisory Group
New Jersey
$247K
DWA
1177
Delap Wealth Advisory
Oregon
$246K
IWM
1178
Inlight Wealth Management
Georgia
$246K
VA
1179
VestGen Advisors
Illinois
$244K
HCMG
1180
Howard Capital Management Group
California
$243K
CSA
1181
Cottage Street Advisors
Massachusetts
$243K
LSC
1182
Lesa Sroufe & Co
Washington
$242K
AWM
1183
Accel Wealth Management
Iowa
$241K
SF
1184
Symphony Financial
Texas
$241K
OC
1185
Oakworth Capital
Alabama
$240K
WI
1186
WBI Investments
New Jersey
$239K
BDFN
1187
Bond & Devick Financial Network
Minnesota
$238K
SAW
1188
Signal Advisors Wealth
Michigan
$237K
AO
1189
Advisor OS
Illinois
$237K
RFA
1190
Rollins Financial Advisors
New York
$236K
OFS
1191
OneAscent Financial Services
Alabama
$236K
SSA
1192
Sierra Summit Advisors
Nevada
$236K
SIAP
1193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K
LDB
1194
Lee, Danner & Bass
Tennessee
$234K
BFA
1195
Bragg Financial Advisors
North Carolina
$233K
LNWWM
1196
Laird Norton Wetherby Wealth Management
California
$233K
2L
1197
25 LLC
Missouri
$233K
SGK
1198
Steigerwald Gordon & Koch
Virginia
$233K
PCM
1199
Presidio Capital Management
California
$231K
MMCM
1200
Murphy & Mullick Capital Management
New York
$231K