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
BWL
1226
Bogart Wealth LLC
Virginia
$284K -$7.8K -292 -3%
AI
1227
Accredited Investors
Minnesota
$284K +$160 +6 +0.1%
SC
1228
Syon Capital
California
$284K -$17K -638 -6%
AWM
1229
Aprio Wealth Management
Georgia
$284K +$15.1K +566 +6%
SSWG
1230
Seven Springs Wealth Group
Tennessee
$284K
WCM
1231
WealthBridge Capital Management
Ohio
$283K
EFM
1232
Eley Financial Management
Vermont
$282K
AWM
1233
Austin Wealth Management
Texas
$281K -$45.4K -1,701 -14%
IDA
1234
Intelligence Driven Advisers
California
$280K +$278K +10,420 New
TIM
1235
Total Investment Management
Arizona
$280K +$614 +23 +0.2%
CWM
1236
Cornerstone Wealth Management
Missouri
$280K +$278K +10,395 New
CAM
1237
Clark Asset Management
New Hampshire
$279K +$25K +936 +10%
GWAM
1238
Guardian Wealth Advisors (Minnesota)
Minnesota
$278K
FWM
1239
Foguth Wealth Management
Michigan
$277K +$274K +10,276 New
QWP
1240
Quotient Wealth Partners
Texas
$277K
PCH
1241
PGIM Custom Harvest
New Jersey
$275K
PS
1242
Pinney & Scofield
Massachusetts
$274K
HNWAG
1243
High Net Worth Advisory Group
Florida
$274K
WA
1244
Waterford Advisors
New York
$274K +$267K +9,987 New
ACI
1245
Alpha Cubed Investments
California
$273K -$67.2K -2,516 -20%
RIP
1246
RAM Investment Partners
Washington
$273K
DIM
1247
Delta Investment Management
California
$273K +$427 +16 +0.2%
FFG
1248
Fiduciary Financial Group
California
$271K +$721 +27 +0.3%
LI
1249
LifeWealth Investments
Florida
$270K +$268K +10,047 New
CS
1250
Crescent Sterling
Louisiana
$269K +$2.4K +90 +0.9%