SCHX icon

Schwab US Large- Cap ETF

1,537 hedge funds and large institutions have $30.1B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 540 increasing their positions, 551 reducing their positions, and 54 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

5% more capital invested

Capital invested by funds: $28.6B → $30.1B (+$1.51B)

0.47% more ownership

Funds ownership: 47.05%47.52% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

Holders
1,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
$328K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IDA
1226
Intelligence Driven Advisers
California
$280K
TIM
1227
Total Investment Management
Arizona
$280K
CWM
1228
Cornerstone Wealth Management
Missouri
$280K
CAM
1229
Clark Asset Management
New Hampshire
$279K
GWAM
1230
Guardian Wealth Advisors (Minnesota)
Minnesota
$278K
FWM
1231
Foguth Wealth Management
Michigan
$277K
QWP
1232
Quotient Wealth Partners
Texas
$277K
PCH
1233
PGIM Custom Harvest
New Jersey
$275K
PS
1234
Pinney & Scofield
Massachusetts
$274K
HNWAG
1235
High Net Worth Advisory Group
Florida
$274K
WA
1236
Waterford Advisors
New York
$274K
ACI
1237
Alpha Cubed Investments
California
$273K
RIP
1238
RAM Investment Partners
Washington
$273K
DIM
1239
Delta Investment Management
California
$273K
FFG
1240
Fiduciary Financial Group
California
$271K
LI
1241
LifeWealth Investments
Florida
$270K
CS
1242
Crescent Sterling
Louisiana
$269K
FPW
1243
Fairvoy Private Wealth
Alabama
$269K
SFWA
1244
Summit Financial Wealth Advisors
Louisiana
$268K
KA
1245
Kovack Advisors
Florida
$268K
JDLA
1246
J. Derek Lewis & Associates
California
$268K
JSA
1247
Jim Saulnier & Associates
Colorado
$268K
CFO
1248
Collective Family Office
Pennsylvania
$266K
OC
1249
Opal Capital
Florida
$266K
SM
1250
Sensible Money
Arizona
$266K