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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
CG
326
Cynosure Group
Utah
$7.19M
CFMC
327
Curbstone Financial Management Corp
New Hampshire
$7.15M
MAS
328
Madden Advisory Services
Florida
$7.14M
BCWM
329
Bartlett & Co Wealth Management
Ohio
$7.1M
NRI
330
NFP Retirement Inc
California
$7.03M
BCM
331
Barden Capital Management
Texas
$7.01M
TWP
332
Tempus Wealth Planning
California
$6.91M
JWCA
333
J.W. Cole Advisors
Florida
$6.84M
PIP
334
Peachtree Investment Partners
Florida
$6.79M
SWA
335
SFMG Wealth Advisors
Texas
$6.78M
KF
336
Krilogy Financial
Missouri
$6.78M
TSWM
337
Triangle Securities Wealth Management
North Carolina
$6.77M
PFM
338
Phillips Financial Management
Indiana
$6.76M
SFC
339
Summit Financial Consulting
Michigan
$6.62M
SMA
340
Sage Mountain Advisors
Georgia
$6.58M
SPA
341
Sentinel Pension Advisors
Massachusetts
$6.55M
KFC
342
Klingenstein Fields & Co
New York
$6.54M
LFGO
343
Legacy Financial Group (Oklahoma)
Oklahoma
$6.53M
WIM
344
WealthPlan Investment Management
Nebraska
$6.5M
Tudor Investment Corp
345
Tudor Investment Corp
Connecticut
$6.45M
B
346
Birchbrook
Maine
$6.45M
VST
347
Van Strum & Towne
California
$6.38M
MA
348
Mutual Advisors
Nebraska
$6.36M
SEIA
349
Signature Estate & Investment Advisors
California
$6.32M
Citigroup
350
Citigroup
New York
$6.24M