SCHX icon

Schwab US Large- Cap ETF

1,537 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, 540 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: 47.05%47.52% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

Holders
1,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
FHA
1376
Flagship Harbor Advisors
Massachusetts
$169K
NG
1377
NWK Group
California
$168K
OAJ
1378
Ogorek Anthony Joseph
New York
$167K
TCOT
1379
Trust Company of Toledo
Ohio
$164K
IAIM
1380
International Assets Investment Management
Florida
$163K
CMP
1381
Coston McIsaac & Partners
Maine
$159K
OA
1382
Operose Advisors
Wisconsin
$154K
SGFG
1383
Silver Grove Financial Group
New York
$153K
DF
1384
Dunhill Financial
United Kingdom
$151K
SWM
1385
SHP Wealth Management
Massachusetts
$150K
CIAS
1386
CBIZ Investment Advisory Services
Ohio
$147K
SA
1387
Strategic Advocates
Utah
$141K
HWA
1388
Heritage Wealth Advisors
Virginia
$138K
GCM
1389
Gables Capital Management
Florida
$135K
PPL
1390
Planning Project LLC
Texas
$134K
OW
1391
Olistico Wealth
Oklahoma
$132K
TC
1392
Trust Company
Kansas
$125K
CB
1393
Community Bank
New York
$121K
AIP
1394
Alexis Investment Partners
Texas
$121K
DI
1395
DAGCO Inc
Ohio
$121K
SIS
1396
Sound Income Strategies
Florida
$121K
SC
1397
Stephens Consulting
Michigan
$119K
AWM
1398
Activest Wealth Management
Florida
$117K
HHGA
1399
Halbert Hargrove Global Advisors
California
$116K
MCA
1400
McGuire Capital Advisors
Oklahoma
$114K