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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
AC
276
Attessa Capital
Arizona
$9.94M
RFA
277
RTD Financial Advisors
Pennsylvania
$9.93M
GEM
278
Global Endowment Management
North Carolina
$9.88M
PA
279
Planning Alternatives
Michigan
$9.82M
GSAM
280
Grant Street Asset Management
Pennsylvania
$9.81M
VT
281
Vise Technologies
New York
$9.8M
MML Investors Services
282
MML Investors Services
Massachusetts
$9.8M
KF
283
K2 Financial
California
$9.78M
RG
284
Raine Group
New York
$9.59M
PIMG
285
Patriot Investment Management Group
Tennessee
$9.51M
CWA
286
Consilium Wealth Advisory
Texas
$9.41M
LF
287
Lee Financial
Texas
$9.36M
USCWA
288
U.S. Capital Wealth Advisors
Texas
$9.36M
LPT
289
Legacy Private Trust
Wisconsin
$9.09M
PA
290
PFG Advisors
Arizona
$9.09M
AI
291
Atria Investments
North Carolina
$8.91M
Lido Advisors
292
Lido Advisors
California
$8.89M
EW
293
Element Wealth
Mississippi
$8.89M
AC
294
AlphaCore Capital
California
$8.75M
BIP
295
Blueprint Investment Partners
North Carolina
$8.73M
WCFA
296
Walkner Condon Financial Advisors
Wisconsin
$8.69M
OPWM
297
Oakwell Private Wealth Management
Texas
$8.64M
TRCT
298
Tower Research Capital (TRC)
New York
$8.63M
CFA
299
Cahill Financial Advisors
Minnesota
$8.41M
TCM
300
Tradewinds Capital Management
Washington
$8.28M