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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
IC
276
IEQ Capital
California
$9.99M
FIA
277
Foundations Investment Advisors
Arizona
$9.96M
PAG
278
Private Advisor Group
New Jersey
$9.95M
AC
279
Attessa Capital
Arizona
$9.94M
RFA
280
RTD Financial Advisors
Pennsylvania
$9.93M
GEM
281
Global Endowment Management
North Carolina
$9.88M
PA
282
Planning Alternatives
Michigan
$9.82M
GSAM
283
Grant Street Asset Management
Pennsylvania
$9.81M
VT
284
Vise Technologies
New York
$9.8M
MML Investors Services
285
MML Investors Services
Massachusetts
$9.8M
KF
286
K2 Financial
California
$9.78M
RG
287
Raine Group
New York
$9.59M
PIMG
288
Patriot Investment Management Group
Tennessee
$9.51M
CWA
289
Consilium Wealth Advisory
Texas
$9.41M
LF
290
Lee Financial
Texas
$9.36M
USCWA
291
U.S. Capital Wealth Advisors
Texas
$9.36M
LPT
292
Legacy Private Trust
Wisconsin
$9.09M
PA
293
PFG Advisors
Arizona
$9.09M
AI
294
Atria Investments
North Carolina
$8.91M
Lido Advisors
295
Lido Advisors
California
$8.89M
EW
296
Element Wealth
Mississippi
$8.89M
AC
297
AlphaCore Capital
California
$8.75M
BIP
298
Blueprint Investment Partners
North Carolina
$8.73M
WCFA
299
Walkner Condon Financial Advisors
Wisconsin
$8.69M
OPWM
300
Oakwell Private Wealth Management
Texas
$8.64M