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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
BIA
376
Bigelow Investment Advisors
Maine
$5.51M
IP
377
Ignite Planners
California
$5.48M
TWM
378
Thrive Wealth Management
Pennsylvania
$5.45M
Bank of Montreal
379
Bank of Montreal
Ontario, Canada
$5.42M
SAG
380
SageView Advisory Group
California
$5.35M
FA
381
Financial Advisors
Massachusetts
$5.29M
Pathstone Holdings
382
Pathstone Holdings
New Jersey
$5.29M
MCM
383
Mengis Capital Management
Oregon
$5.27M
BI
384
Berkeley Inc
Idaho
$5.27M
VFA
385
Valeo Financial Advisors
Indiana
$5.21M
RMC
386
Ring Mountain Capital
California
$5.13M
CFGA
387
Cambridge Financial Group (Arizona)
Arizona
$5.06M
APSI
388
Asset Planning Services Inc
Louisiana
$4.97M
KAS
389
Kestra Advisory Services
Texas
$4.92M
MWA
390
Muirfield Wealth Advisors
North Carolina
$4.9M
CP
391
Creekside Partners
California
$4.88M
WC
392
Waterloo Capital
Texas
$4.88M
Financial Engines Advisors
393
Financial Engines Advisors
California
$4.86M
SWP
394
Stratos Wealth Partners
Ohio
$4.85M
WAG
395
Winthrop Advisory Group
Massachusetts
$4.81M
PFM
396
Peak Financial Management
Massachusetts
$4.78M
TPCW
397
TD Private Client Wealth
New York
$4.78M
MTIC
398
Missouri Trust & Investment Company
Missouri
$4.76M
DP
399
Denver PWM
Colorado
$4.76M
CW
400
Code Waechter
Florida
$4.75M