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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
CHA
251
Cooper/Haims Advisors
New York
$11.5M
EWP
252
Elevation Wealth Partners
California
$11.5M
SFWC
253
Strategic Family Wealth Counselors
New Jersey
$11.5M
SC
254
Sykon Capital
New York
$11.3M
RWP
255
Revolve Wealth Partners
New Jersey
$11.3M
LWM
256
LongView Wealth Management
Georgia
$11.2M
AWE
257
Avidian Wealth Enterprises
Texas
$11.2M
MFG
258
Merit Financial Group
Georgia
$11.2M
LFG
259
Leverty Financial Group
Wisconsin
$11.1M
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$11M
AWM
261
Apollon Wealth Management
South Carolina
$11M
CG
262
Caprock Group
Idaho
$11M
NP
263
NorthRock Partners
Minnesota
$10.8M
ADL
264
Asset Dedication LLC
California
$10.7M
GFP
265
Guardian Financial Partners
California
$10.7M
RWRC
266
R.W. Roge & Company
New York
$10.6M
SCP
267
Stevens Capital Partners
Nebraska
$10.5M
MA
268
MBA Advisors
Pennsylvania
$10.4M
LAM
269
L2 Asset Management
Massachusetts
$10.3M
CPL
270
CAP Partners LLC
Tennessee
$10.3M
UAG
271
United Advisor Group
Ohio
$10.2M
ASN
272
Advisory Services Network
Georgia
$10.2M
IC
273
IEQ Capital
California
$9.99M
FIA
274
Foundations Investment Advisors
Arizona
$9.96M
PAG
275
Private Advisor Group
New Jersey
$9.95M