SCHX icon

Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
GC
1376
Granville Capital
North Carolina
$170K
FHA
1377
Flagship Harbor Advisors
Massachusetts
$169K
NG
1378
NWK Group
California
$168K
OAJ
1379
Ogorek Anthony Joseph
New York
$167K
TCOT
1380
Trust Company of Toledo
Ohio
$164K
IAIM
1381
International Assets Investment Management
Florida
$163K
CMP
1382
Coston McIsaac & Partners
Maine
$159K
OA
1383
Operose Advisors
Wisconsin
$154K
SGFG
1384
Silver Grove Financial Group
New York
$153K
DF
1385
Dunhill Financial
United Kingdom
$151K
SWM
1386
SHP Wealth Management
Massachusetts
$150K
CIAS
1387
CBIZ Investment Advisory Services
Ohio
$147K
SA
1388
Strategic Advocates
Utah
$141K
HWA
1389
Heritage Wealth Advisors
Virginia
$138K
GCM
1390
Gables Capital Management
Florida
$135K
PPL
1391
Planning Project LLC
Texas
$134K
OW
1392
Olistico Wealth
Oklahoma
$132K
TC
1393
Trust Company
Kansas
$125K
CB
1394
Community Bank
New York
$121K
AIP
1395
Alexis Investment Partners
Texas
$121K
DI
1396
DAGCO Inc
Ohio
$121K
SIS
1397
Sound Income Strategies
Florida
$121K
SC
1398
Stephens Consulting
Michigan
$119K
AWM
1399
Activest Wealth Management
Florida
$117K
HHGA
1400
Halbert Hargrove Global Advisors
California
$116K