SCHX icon

Schwab US Large- Cap ETF

1,420 hedge funds and large institutions have $28.6B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 485 increasing their positions, 565 reducing their positions, and 48 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.59% less ownership

Funds ownership: 47.63%47.04% (-0.59%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 565

Holders
1,420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68M
Puts
$311K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$26.7M
FIA
152
FPC Investment Advisory
California
$26.7M
SJIM
153
St. Johns Investment Management
Florida
$26.1M
SVWAG
154
Sound View Wealth Advisors Group
Georgia
$25.7M
LBC
155
Lowe Brockenbrough & Co
Virginia
$25.5M
BCI
156
Brinker Capital Investments
Pennsylvania
$25.2M
SFMG
157
Sage Financial Management Group
Virginia
$25.1M
DWM
158
Destination Wealth Management
California
$25.1M
Northern Trust
159
Northern Trust
Illinois
$24.9M
EL
160
Essex LLC
Illinois
$24.8M
SIC
161
Salem Investment Counselors
North Carolina
$24.8M
AA
162
Ancora Advisors
Ohio
$24.6M
MF
163
Manchester Financial
California
$24.5M
PWM
164
Prosperity Wealth Management
California
$24M
CFIA
165
Cantor Fitzgerald Investment Advisors
New York
$23.8M
CCA
166
Clearwater Capital Advisors
Illinois
$23.8M
BIA
167
Bell Investment Advisors
California
$23.7M
VFIC
168
Valley Forge Investment Consultants
Pennsylvania
$23.3M
TFA
169
Transamerica Financial Advisors
Florida
$23.1M
SFC
170
Sprinkle Financial Consultants
Colorado
$23.1M
KHC
171
Koesten Hirschmann & Crabtree
Kansas
$22.9M
TI
172
Truepoint Inc
Ohio
$22.2M
WA
173
WBH Advisory
Maryland
$22.1M
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$21.7M
HCM
175
Hengehold Capital Management
Ohio
$21.5M