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
SL
1251
Salomon & Ludwin
Virginia
$266K
BFG
1252
Beacon Financial Group
Texas
$266K
MSR
1253
Main Street Research
Connecticut
$265K
SSCA
1254
South Shore Capital Advisors
Massachusetts
$265K
PF
1255
Penney Financial
Texas
$264K
SWM
1256
Segment Wealth Management
Texas
$263K
WWMSC
1257
Wagner Wealth Management (South Carolina)
South Carolina
$262K
SRWM
1258
Shira Ridge Wealth Management
California
$262K
FSBI
1259
Fearless Solutions (Best Invest)
Texas
$262K
EPM
1260
Elm Partners Management
Pennsylvania
$261K
SW
1261
SMART Wealth
Nebraska
$260K
AO
1262
Advisor OS
Illinois
$260K
CWP
1263
Capital Wealth Planning
Florida
$259K
CC
1264
Courier Capital
New York
$258K
JFGIW
1265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K
GSWM
1266
Golden State Wealth Management
California
$258K
GAA
1267
Global Assets Advisory
Florida
$258K
BSG
1268
Black Swift Group
Colorado
$258K
2L
1269
25 LLC
Missouri
$258K
PWC
1270
Pathfinder Wealth Consulting
North Carolina
$257K
SPG
1271
Strategic Planning Group
Utah
$256K
OFS
1272
OneAscent Financial Services
Alabama
$256K
FAC
1273
Financial Advisory Corporation
Michigan
$256K
PMSA
1274
Patrick M. Sweeney & Associates
Illinois
$255K
HP
1275
Haven Private
Florida
$254K