SCHX icon

Schwab US Large- Cap ETF

1,518 hedge funds and large institutions have $29.9B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 537 increasing their positions, 549 reducing their positions, and 52 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:

4% more capital invested

Capital invested by funds: $28.6B → $29.9B (+$1.23B)

0.03% more ownership

Funds ownership: 47.04%47.07% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
196
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
WMN
1326
Wealth Management Nebraska
Nebraska
$209K
PL
1327
Parthenon LLC
Kentucky
$209K
MIC
1328
Meridian Investment Counsel
California
$208K
CC
1329
Cornerstone Capital
California
$208K
CCG
1330
Cypress Capital Group
Florida
$208K
GSIS
1331
Global Strategic Investment Solutions
Arizona
$208K
QWM
1332
Quadcap Wealth Management
Texas
$208K
CA
1333
Clune & Associates
Illinois
$208K
NFA
1334
Northern Financial Advisors
Michigan
$208K
JFG
1335
JDM Financial Group
Texas
$208K
CIA
1336
Choate Investment Advisors
Massachusetts
$207K
WAM
1337
Wernau Asset Management
Massachusetts
$207K
UF
1338
Univest Financial
Pennsylvania
$207K
RPA
1339
Rock Point Advisors
Vermont
$206K
APW
1340
Austin Private Wealth
Texas
$204K
PWA
1341
Principia Wealth Advisory
Texas
$204K
PWM
1342
Pursuit Wealth Management
Florida
$203K
DWM
1343
Ducere Wealth Management
California
$202K
LSC
1344
Lesa Sroufe & Co
Washington
$202K
MLL
1345
Moody Lynn & Lieberson
Massachusetts
$202K
ACM
1346
Accent Capital Management
Ohio
$202K
SCA
1347
Sandy Cove Advisors
Massachusetts
$202K
JWM
1348
Jacksonville Wealth Management
Florida
$201K
OHWP
1349
Oak Harbor Wealth Partners
North Carolina
$200K
CWP
1350
Clark Wealth Partners
Illinois
$199K