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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
NCM
301
Northwest Capital Management
Oregon
$8.21M
CWM
302
Circle Wealth Management
New Jersey
$8.17M
CWM
303
Castle Wealth Management
Florida
$8.07M
TPA
304
Trivium Point Advisory
Connecticut
$7.99M
SP
305
SWS Partners
Ohio
$7.97M
CPRC
306
Consolidated Portfolio Review Corp
New York
$7.91M
AIM
307
AMI Investment Management
Indiana
$7.9M
NIM
308
Nicollet Investment Management
Minnesota
$7.73M
VI
309
VanderPol Investments
Michigan
$7.71M
GI
310
Gradient Investments
Minnesota
$7.67M
MW
311
MBL Wealth
North Carolina
$7.61M
NRI
312
NFP Retirement Inc
California
$7.57M
MHR
313
Matthew Hamilton Rosenberg
$7.56M
GGI
314
GPM Growth Investors
Michigan
$7.54M
HG
315
Harbor Group
New Hampshire
$7.54M
ACM
316
Arcataur Capital Management
Wisconsin
$7.53M
RTL
317
Red Tortoise LLC
Georgia
$7.52M
FSWA
318
Financial Synergies Wealth Advisors
Texas
$7.48M
BAM
319
Berkshire Asset Management
Pennsylvania
$7.44M
GCA
320
Gradient Capital Advisors
California
$7.37M
ATWA
321
Arbor Trust Wealth Advisors
Michigan
$7.36M
DSA
322
Droms Strauss Advisors
Missouri
$7.33M
CG
323
Cynosure Group
Utah
$7.19M
CFMC
324
Curbstone Financial Management Corp
New Hampshire
$7.15M
MAS
325
Madden Advisory Services
Florida
$7.14M