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
UF
1226
Univest Financial
Pennsylvania
$215K
VAM
1227
Virtue Asset Management
Illinois
$215K
PG
1228
Prostatis Group
Maryland
$214K
WCP
1229
Wealthcare Capital Partners
Pennsylvania
$213K
IWN
1230
Independent Wealth Network
Iowa
$213K
SFC
1231
SYM Financial Corp
Indiana
$212K
BCMLT
1232
Beacon Capital Management LLC (Tennessee)
Tennessee
$212K
BSSFA
1233
Baron Silver Stevens Financial Advisors
Florida
$211K
DOA
1234
D'Orazio & Associates
Virginia
$210K
OPWM
1235
Oxinas Partners Wealth Management
Indiana
$210K
APW
1236
Austin Private Wealth
Texas
$209K
NAMNJ
1237
NorthStar Asset Management (New Jersey)
New Jersey
$208K
SFG
1238
Sovereign Financial Group
Connecticut
$208K
M1FG
1239
Mach-1 Financial Group
Arkansas
$207K
IAS
1240
Integrity Advisory Solutions
Texas
$207K
BWL
1241
Beacon Wealthcare LLC
North Carolina
$207K
WMN
1242
Wealth Management Nebraska
Nebraska
$207K
SMCM
1243
Sky-Mountain Capital Management
Idaho
$207K
SCM
1244
SOL Capital Management
Maryland
$207K
AFWM
1245
AMJ Financial Wealth Management
Virginia
$206K
CA
1246
Clune & Associates
Illinois
$204K
TVM
1247
True Vision MN
Minnesota
$204K
PL
1248
Parthenon LLC
Kentucky
$204K
CC
1249
Cornerstone Capital
California
$204K
MIC
1250
Meridian Investment Counsel
California
$204K