We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

1,549 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: 1,4381,549 (+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
1,549
Holders Change
+111
Holders Change %
+7.72%
% 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
BW
1301
Basepoint Wealth
Iowa
$244K -$251K -9,394 -51%
SIAP
1302
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K +$2.43K +91 +1%
BDFN
1303
Bond & Devick Financial Network
Minnesota
$243K
WI
1304
WBI Investments
New Jersey
$243K -$1.44K -54 -0.6%
CIAS
1305
Capital Investment Advisory Services
North Carolina
$243K -$159K -5,946 -40%
OC
1306
Oakworth Capital
Alabama
$242K -$3.18K -119 -1%
KP
1307
Keel Point
Alabama
$241K +$19.9K +744 +9%
RFA
1308
Rollins Financial Advisors
New York
$241K
SSA
1309
Sierra Summit Advisors
Nevada
$241K
LDB
1310
Lee, Danner & Bass
Tennessee
$239K
IF
1311
Intrua Financial
Texas
$239K -$75.7K -2,834 -24%
SGK
1312
Steigerwald Gordon & Koch
Virginia
$238K
VAS
1313
Vestmark Advisory Solutions
Massachusetts
$237K +$236K +8,825 New
MA
1314
MKT Advisors
California
$236K
PCM
1315
Presidio Capital Management
California
$236K
MMCM
1316
Murphy & Mullick Capital Management
New York
$236K
CISOA
1317
Capital Investment Services of America
Wisconsin
$233K
DPI
1318
Diversified Portfolios Inc
Michigan
$231K +$80 +3 +0%
SB
1319
Strategic Blueprint
Georgia
$231K +$5.47K +205 +2%
AFWM
1320
AMJ Financial Wealth Management
Virginia
$231K +$20K +749 +10%
CCT
1321
Capital City Trust
Florida
$230K
POIA
1322
Pin Oak Investment Advisors
Texas
$230K
EWM
1323
Evercore Wealth Management
New York
$229K
MWM
1324
Mattern Wealth Management
Kansas
$229K
CWA
1325
Centennial Wealth Advisory
Michigan
$228K