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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
AMM
251
American Money Management
California
$11.8M
CA
252
CoreCap Advisors
Michigan
$11.7M
FF
253
Farrell Financial
New York
$11.6M
CHA
254
Cooper/Haims Advisors
New York
$11.5M
EWP
255
Elevation Wealth Partners
California
$11.5M
SFWC
256
Strategic Family Wealth Counselors
New Jersey
$11.5M
SC
257
Sykon Capital
New York
$11.3M
RWP
258
Revolve Wealth Partners
New Jersey
$11.3M
LWM
259
LongView Wealth Management
Georgia
$11.2M
AWE
260
Avidian Wealth Enterprises
Texas
$11.2M
MFG
261
Merit Financial Group
Georgia
$11.2M
LFG
262
Leverty Financial Group
Wisconsin
$11.1M
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$11M
AWM
264
Apollon Wealth Management
South Carolina
$11M
CG
265
Caprock Group
Idaho
$11M
NP
266
NorthRock Partners
Minnesota
$10.8M
ADL
267
Asset Dedication LLC
California
$10.7M
GFP
268
Guardian Financial Partners
California
$10.7M
RWRC
269
R.W. Roge & Company
New York
$10.6M
SCP
270
Stevens Capital Partners
Nebraska
$10.5M
MA
271
MBA Advisors
Pennsylvania
$10.4M
LAM
272
L2 Asset Management
Massachusetts
$10.3M
CPL
273
CAP Partners LLC
Tennessee
$10.3M
UAG
274
United Advisor Group
Ohio
$10.2M
ASN
275
Advisory Services Network
Georgia
$10.2M