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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
CWA
351
Cornerstone Wealth Advisors
Minnesota
$6.18M
FFG
352
Floyd Financial Group
Missouri
$6.09M
AL
353
Aspiriant LLC
California
$6.06M
William Blair & Company
354
William Blair & Company
Illinois
$6.04M
Kovitz Investment Group Partners
355
Kovitz Investment Group Partners
Illinois
$6.04M
PA
356
Parallel Advisors
California
$6.02M
SPI
357
Santori & Peters Inc
Pennsylvania
$5.98M
OFG
358
Omega Financial Group
California
$5.98M
USWG
359
U.S. Wealth Group
New York
$5.96M
Bank of New York Mellon
360
Bank of New York Mellon
New York
$5.95M
VCAM
361
Van Cleef Asset Management
Ohio
$5.94M
Natixis Advisors
362
Natixis Advisors
Massachusetts
$5.91M
NFG
363
Nations Financial Group
Iowa
$5.89M
GPFA
364
Game Plan Financial Advisors
Ohio
$5.85M
BJL
365
Brighton Jones LLC
Washington
$5.82M
AFP
366
Ausdal Financial Partners
Iowa
$5.79M
VPIM
367
Vanguard Personalized Indexing Management
California
$5.76M
ECML
368
Eagle Capital Management (Louisiana)
Louisiana
$5.73M
VA
369
Valmark Advisers
Ohio
$5.73M
B
370
Bailard
California
$5.71M
MF
371
Montis Financial
Massachusetts
$5.68M
SW
372
Simplicity Wealth
New Jersey
$5.67M
CWA
373
Clearview Wealth Advisors
Oregon
$5.61M
SIC
374
Sigma Investment Counselors
Michigan
$5.6M
BIA
375
Bigelow Investment Advisors
Maine
$5.51M