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
VCM
1326
Versant Capital Management
Arizona
$33.5K
OCM
1327
Orion Capital Management
California
$32K
DPW
1328
DiNuzzo Private Wealth
Pennsylvania
$27.9K
AEPWM
1329
Atlantic Edge Private Wealth Management
Florida
$27.7K
AIC
1330
Archer Investment Corporation
Indiana
$27.5K
W
1331
WealthCollab
Washington
$27.3K
LC
1332
Luminist Capital
Michigan
$26.4K
KFI
1333
Key Financial Inc
Pennsylvania
$26.2K
TFG
1334
Team Financial Group
California
$26.2K
PMIM
1335
Prudent Man Investment Management
Colorado
$26.1K
NRC
1336
New Republic Capital
North Carolina
$25.8K
MWPCG
1337
Measured Wealth Private Client Group
New Hampshire
$25.6K
FDCDDQ
1338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K
HPIA
1339
Hamilton Point Investment Advisors
North Carolina
$23.5K
TCOV
1340
Trust Company of Vermont
Vermont
$23.5K
VWA
1341
Valued Wealth Advisors
Utah
$22.3K
PAG
1342
Paladin Advisory Group
Iowa
$21.8K
WIM
1343
Westside Investment Management
California
$21.7K
KWM
1344
Kiker Wealth Management
Georgia
$21.5K
PIS
1345
POM Investment Strategies
North Carolina
$21.3K
TWM
1346
Topsail Wealth Management
North Carolina
$16.6K
AWM
1347
Angeles Wealth Management
California
$16.5K
HCM
1348
Horrell Capital Management
Arkansas
$16K
AWM
1349
Aberdeen Wealth Management
Illinois
$15.8K
CSPIA
1350
Cary Street Partners Investment Advisory
Virginia
$15.7K