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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
William Blair & Company
351
William Blair & Company
Illinois
$6.04M
Kovitz Investment Group Partners
352
Kovitz Investment Group Partners
Illinois
$6.04M
PA
353
Parallel Advisors
California
$6.02M
SPI
354
Santori & Peters Inc
Pennsylvania
$5.98M
OFG
355
Omega Financial Group
California
$5.98M
USWG
356
U.S. Wealth Group
New York
$5.96M
Bank of New York Mellon
357
Bank of New York Mellon
New York
$5.95M
VCAM
358
Van Cleef Asset Management
Ohio
$5.94M
Natixis Advisors
359
Natixis Advisors
Massachusetts
$5.91M
NFG
360
Nations Financial Group
Iowa
$5.89M
GPFA
361
Game Plan Financial Advisors
Ohio
$5.85M
BJL
362
Brighton Jones LLC
Washington
$5.82M
AFP
363
Ausdal Financial Partners
Iowa
$5.79M
VPIM
364
Vanguard Personalized Indexing Management
California
$5.76M
ECML
365
Eagle Capital Management (Louisiana)
Louisiana
$5.73M
VA
366
Valmark Advisers
Ohio
$5.73M
B
367
Bailard
California
$5.71M
MF
368
Montis Financial
Massachusetts
$5.68M
SW
369
Simplicity Wealth
New Jersey
$5.67M
CWA
370
Clearview Wealth Advisors
Oregon
$5.61M
SIC
371
Sigma Investment Counselors
Michigan
$5.6M
BIA
372
Bigelow Investment Advisors
Maine
$5.51M
IP
373
Ignite Planners
California
$5.48M
TWM
374
Thrive Wealth Management
Pennsylvania
$5.45M
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$5.42M