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
CB
1401
Community Bank
New York
$121K
AIP
1402
Alexis Investment Partners
Texas
$121K
DI
1403
DAGCO Inc
Ohio
$121K
SIS
1404
Sound Income Strategies
Florida
$121K
SC
1405
Stephens Consulting
Michigan
$119K -$4.35K -163 -4%
AWM
1406
Activest Wealth Management
Florida
$117K +$116K +4,346 New
HHGA
1407
Halbert Hargrove Global Advisors
California
$116K
MCA
1408
McGuire Capital Advisors
Oklahoma
$114K +$113K +4,242 New
IF
1409
Integrity Financial
Wyoming
$109K
CPA
1410
Cardiff Park Advisors
California
$108K +$50.1K +1,875 +87%
NSIM
1411
North Star Investment Management
Illinois
$108K -$7.05K -264 -6%
RF
1412
Robbins Farley
New Hampshire
$101K -$67.2K -2,517 -40%
GWS
1413
Glassman Wealth Services
Virginia
$99.6K -$61.4K -2,299 -38%
KFAS
1414
Keating Financial Advisory Services
Kansas
$97.3K +$96.5K +3,615 New
TCM
1415
Triumph Capital Management
Colorado
$94.7K +$94K +3,518 New
RMP
1416
Richards, Merrill & Peterson
Washington
$94K -$11.3K -425 -11%
RP
1417
Rice Partnership
Hawaii
$92.9K -$92.5K -3,464 -50%
HPC
1418
HM Payson & Co
Maine
$90.6K +$19.7K +738 +28%
HNW
1419
High Note Wealth
Minnesota
$89.1K
KFG
1420
Kingdom Financial Group
Arizona
$87.2K +$86.6K +3,241 New
CPG
1421
Cornerstone Planning Group
New Jersey
$84.5K +$3.98K +149 +5%
ME
1422
McIlrath & Eck
Washington
$81.3K +$14.8K +554 +22%
CFS
1423
CGC Financial Services
Oregon
$80.7K
CBT
1424
Crews Bank & Trust
Florida
$80.7K -$1.12K -42 -1%
SIC
1425
SJS Investment Consulting
Ohio
$79.2K