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
SFC
1226
SYM Financial Corp
Indiana
$212K
BCMLT
1227
Beacon Capital Management LLC (Tennessee)
Tennessee
$212K
BSSFA
1228
Baron Silver Stevens Financial Advisors
Florida
$211K
DOA
1229
D'Orazio & Associates
Virginia
$210K
OPWM
1230
Oxinas Partners Wealth Management
Indiana
$210K
APW
1231
Austin Private Wealth
Texas
$209K
NAMNJ
1232
NorthStar Asset Management (New Jersey)
New Jersey
$208K
SFG
1233
Sovereign Financial Group
Connecticut
$208K
M1FG
1234
Mach-1 Financial Group
Arkansas
$207K
IAS
1235
Integrity Advisory Solutions
Texas
$207K
BWL
1236
Beacon Wealthcare LLC
North Carolina
$207K
WMN
1237
Wealth Management Nebraska
Nebraska
$207K
SMCM
1238
Sky-Mountain Capital Management
Idaho
$207K
SCM
1239
SOL Capital Management
Maryland
$207K
AFWM
1240
AMJ Financial Wealth Management
Virginia
$206K
CA
1241
Clune & Associates
Illinois
$204K
TVM
1242
True Vision MN
Minnesota
$204K
PL
1243
Parthenon LLC
Kentucky
$204K
CC
1244
Cornerstone Capital
California
$204K
MIC
1245
Meridian Investment Counsel
California
$204K
GSIS
1246
Global Strategic Investment Solutions
Arizona
$204K
QWM
1247
Quadcap Wealth Management
Texas
$204K
WAM
1248
Wernau Asset Management
Massachusetts
$203K
SFS
1249
Strategic Financial Services
New York
$203K
RPA
1250
Rock Point Advisors
Vermont
$202K