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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
BCWM
326
Bartlett & Co Wealth Management
Ohio
$7.1M
BCM
327
Barden Capital Management
Texas
$7.01M
TWP
328
Tempus Wealth Planning
California
$6.91M
JWCA
329
J.W. Cole Advisors
Florida
$6.84M
PIP
330
Peachtree Investment Partners
Florida
$6.79M
SWA
331
SFMG Wealth Advisors
Texas
$6.78M
KF
332
Krilogy Financial
Missouri
$6.78M
TSWM
333
Triangle Securities Wealth Management
North Carolina
$6.77M
PFM
334
Phillips Financial Management
Indiana
$6.76M
SFC
335
Summit Financial Consulting
Michigan
$6.62M
SMA
336
Sage Mountain Advisors
Georgia
$6.58M
SPA
337
Sentinel Pension Advisors
Massachusetts
$6.55M
KFC
338
Klingenstein Fields & Co
New York
$6.54M
LFGO
339
Legacy Financial Group (Oklahoma)
Oklahoma
$6.53M
WIM
340
WealthPlan Investment Management
Nebraska
$6.5M
Tudor Investment Corp
341
Tudor Investment Corp
Connecticut
$6.45M
B
342
Birchbrook
Maine
$6.45M
VST
343
Van Strum & Towne
California
$6.38M
MA
344
Mutual Advisors
Nebraska
$6.36M
SEIA
345
Signature Estate & Investment Advisors
California
$6.32M
Citigroup
346
Citigroup
New York
$6.24M
SG
347
Somerset Group
Minnesota
$6.22M
CWA
348
Cornerstone Wealth Advisors
Minnesota
$6.18M
FFG
349
Floyd Financial Group
Missouri
$6.09M
AL
350
Aspiriant LLC
California
$6.06M