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
FIM
1376
FWL Investment Management
Texas
$190K
IPS
1377
Investors Portfolio Services
Washington
$187K +$186K +6,958 New
UB
1378
UMB Bank
Missouri
$186K -$8.01K -300 -4%
PP
1379
PDS Planning
Ohio
$185K
BDPWM
1380
Barnes Dennig Private Wealth Management
Ohio
$176K
AT
1381
Arlington Trust
Alabama
$175K -$16.1M -601,080 -99%
FCAS
1382
First Command Advisory Services
Texas
$173K +$129K +4,829 +299%
GC
1383
Granville Capital
North Carolina
$170K +$168K +6,300 New
FHA
1384
Flagship Harbor Advisors
Massachusetts
$169K +$168K +6,281 New
NG
1385
NWK Group
California
$168K
OAJ
1386
Ogorek Anthony Joseph
New York
$167K +$27 +1 +0%
TCOT
1387
Trust Company of Toledo
Ohio
$164K
IAIM
1388
International Assets Investment Management
Florida
$163K +$162K +6,061 New
CMP
1389
Coston McIsaac & Partners
Maine
$159K
OA
1390
Operose Advisors
Wisconsin
$154K
SGFG
1391
Silver Grove Financial Group
New York
$153K +$152K +5,699 New
DF
1392
Dunhill Financial
United Kingdom
$151K +$139K +5,193 +1,239%
SWM
1393
SHP Wealth Management
Massachusetts
$150K +$149K +5,583 New
CIAS
1394
CBIZ Investment Advisory Services
Ohio
$147K
SA
1395
Strategic Advocates
Utah
$141K +$138K +5,185 +86,417%
HWA
1396
Heritage Wealth Advisors
Virginia
$138K +$4.35K +163 +3%
GCM
1397
Gables Capital Management
Florida
$135K
PPL
1398
Planning Project LLC
Texas
$134K +$133K +4,991 New
OW
1399
Olistico Wealth
Oklahoma
$132K +$131K +4,905 New
TC
1400
Trust Company
Kansas
$125K +$9.24K +346 +8%