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Schwab US Large- Cap ETF

1,432 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 112 funds opening new positions, 490 increasing their positions, 567 reducing their positions, and 49 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:

0.58% less ownership

Funds ownership: 47.65%47.07% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 194191 (-3)

14% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 567

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
OPWM
301
Oakwell Private Wealth Management
Texas
$8.64M
TRCT
302
Tower Research Capital (TRC)
New York
$8.63M
CFA
303
Cahill Financial Advisors
Minnesota
$8.41M
TCM
304
Tradewinds Capital Management
Washington
$8.28M
NCM
305
Northwest Capital Management
Oregon
$8.21M
CWM
306
Circle Wealth Management
New Jersey
$8.17M
CWM
307
Castle Wealth Management
Florida
$8.07M
TPA
308
Trivium Point Advisory
Connecticut
$7.99M
SP
309
SWS Partners
Ohio
$7.97M
CPRC
310
Consolidated Portfolio Review Corp
New York
$7.91M
AIM
311
AMI Investment Management
Indiana
$7.9M
NIM
312
Nicollet Investment Management
Minnesota
$7.73M
VI
313
VanderPol Investments
Michigan
$7.71M
GI
314
Gradient Investments
Minnesota
$7.67M
MW
315
MBL Wealth
North Carolina
$7.61M
MHR
316
Matthew Hamilton Rosenberg
$7.56M
GGI
317
GPM Growth Investors
Michigan
$7.54M
HG
318
Harbor Group
New Hampshire
$7.54M
ACM
319
Arcataur Capital Management
Wisconsin
$7.53M
RTL
320
Red Tortoise LLC
Georgia
$7.52M
FSWA
321
Financial Synergies Wealth Advisors
Texas
$7.48M
BAM
322
Berkshire Asset Management
Pennsylvania
$7.44M
GCA
323
Gradient Capital Advisors
California
$7.37M
ATWA
324
Arbor Trust Wealth Advisors
Michigan
$7.36M
DSA
325
Droms Strauss Advisors
Missouri
$7.33M