SCHX icon

Schwab US Large- Cap ETF

1,403 hedge funds and large institutions have $28.5B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 481 increasing their positions, 555 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:

0.68% less ownership

Funds ownership: 47.6%46.92% (-0.68%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

13% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 555

Holders
1,403
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
WCFP
176
White & Co Financial Planning
Washington
$21.4M
AAS
177
Asset Allocation Strategies
Michigan
$21.4M
BDF
178
Black Diamond Financial
Maryland
$21.2M
MI
179
Moneywise Inc
Virginia
$21.1M
Wellington Management Group
180
Wellington Management Group
Massachusetts
$21.1M
AWM
181
Abound Wealth Management
Tennessee
$20.8M
GIA
182
Gladstone Institutional Advisory
Florida
$20.7M
MA
183
MCF Advisors
Kentucky
$20.6M
SFG
184
SNS Financial Group
Minnesota
$20.2M
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$20.1M
Truist Financial
186
Truist Financial
North Carolina
$19.7M
TIM
187
Tortoise Investment Management
New York
$19.6M
FNC
188
First National Corp
Massachusetts
$19.4M
LFS
189
Lutz Financial Services
Nebraska
$19.4M
AZ
190
Alpha Zero
Florida
$19.3M
GFM
191
GEN Financial Management
Minnesota
$18.9M
IRC
192
Investors Research Corp
Georgia
$18.9M
CCM
193
Coldstream Capital Management
Washington
$18.9M
JCM
194
Jacobi Capital Management
Pennsylvania
$18.8M
SEM
195
Strategic Equity Management
Arizona
$18.5M
LIM
196
Leavell Investment Management
Alabama
$18.2M
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$18.1M
USWIA
198
UP Strategic Wealth Investment Advisors
Pennsylvania
$17.9M
BWM
199
BCS Wealth Management
Tennessee
$17.7M
MWA
200
MFA Wealth Advisors
Pennsylvania
$17.7M