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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
SAG
376
SageView Advisory Group
California
$5.35M
FA
377
Financial Advisors
Massachusetts
$5.29M
Pathstone Holdings
378
Pathstone Holdings
New Jersey
$5.29M
MCM
379
Mengis Capital Management
Oregon
$5.27M
BI
380
Berkeley Inc
Idaho
$5.27M
VFA
381
Valeo Financial Advisors
Indiana
$5.21M
RMC
382
Ring Mountain Capital
California
$5.13M
CFGA
383
Cambridge Financial Group (Arizona)
Arizona
$5.06M
APSI
384
Asset Planning Services Inc
Louisiana
$4.97M
KAS
385
Kestra Advisory Services
Texas
$4.92M
MWA
386
Muirfield Wealth Advisors
North Carolina
$4.9M
CP
387
Creekside Partners
California
$4.88M
WC
388
Waterloo Capital
Texas
$4.88M
Financial Engines Advisors
389
Financial Engines Advisors
California
$4.86M
SWP
390
Stratos Wealth Partners
Ohio
$4.85M
WAG
391
Winthrop Advisory Group
Massachusetts
$4.81M
PFM
392
Peak Financial Management
Massachusetts
$4.78M
TPCW
393
TD Private Client Wealth
New York
$4.78M
MTIC
394
Missouri Trust & Investment Company
Missouri
$4.76M
DP
395
Denver PWM
Colorado
$4.76M
CW
396
Code Waechter
Florida
$4.75M
BFS
397
Bradley Foster & Sargent
Connecticut
$4.68M
EWM
398
Elmwood Wealth Management
California
$4.68M
IAN
399
Integrated Advisors Network
Texas
$4.65M
PWM
400
Paulson Wealth Management
Illinois
$4.65M