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