SCHX icon

Schwab US Large- Cap ETF

1,403 hedge funds and large institutions have $28.5B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 481 increasing their positions, 555 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:

0.68% less ownership

Funds ownership: 47.6%46.92% (-0.68%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

13% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 555

Holders
1,403
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
CMP
1251
Coston McIsaac & Partners
Maine
$156K
OA
1252
Operose Advisors
Wisconsin
$151K
JWM
1253
JPL Wealth Management
Colorado
$145K
CIAS
1254
CBIZ Investment Advisory Services
Ohio
$144K
AA
1255
Addison Advisors
Vermont
$133K
GCM
1256
Gables Capital Management
Florida
$132K
HWA
1257
Heritage Wealth Advisors
Virginia
$131K
BC
1258
Bulwark Capital
Florida
$126K
LWA
1259
Lowe Wealth Advisors
Maryland
$121K
SC
1260
Stephens Consulting
Michigan
$121K
KSWA
1261
Kathleen S. Wright Associates
Pennsylvania
$121K
CB
1262
Community Bank
New York
$119K
AIP
1263
Alexis Investment Partners
Texas
$119K
DI
1264
DAGCO Inc
Ohio
$119K
FFWM
1265
Future Financial Wealth Management
Ohio
$119K
SIS
1266
Sound Income Strategies
Florida
$117K
HHGA
1267
Halbert Hargrove Global Advisors
California
$114K
TC
1268
Trust Company
Kansas
$113K
NSIM
1269
North Star Investment Management
Illinois
$113K
PC
1270
Promus Capital
Illinois
$110K
IF
1271
Integrity Financial
Wyoming
$106K
RMP
1272
Richards, Merrill & Peterson
Washington
$103K
RF
1273
Rossby Financial
Florida
$101K
CPG
1274
Cornerstone Planning Group
New Jersey
$97.3K
TCM
1275
Triumph Capital Management
Colorado
$92.5K