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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
IP
376
Ignite Planners
California
$5.48M
TWM
377
Thrive Wealth Management
Pennsylvania
$5.45M
Bank of Montreal
378
Bank of Montreal
Ontario, Canada
$5.42M
SAG
379
SageView Advisory Group
California
$5.35M
FA
380
Financial Advisors
Massachusetts
$5.29M
Pathstone Holdings
381
Pathstone Holdings
New Jersey
$5.29M
MCM
382
Mengis Capital Management
Oregon
$5.27M
BI
383
Berkeley Inc
Idaho
$5.27M
VFA
384
Valeo Financial Advisors
Indiana
$5.21M
RMC
385
Ring Mountain Capital
California
$5.13M
CFGA
386
Cambridge Financial Group (Arizona)
Arizona
$5.06M
APSI
387
Asset Planning Services Inc
Louisiana
$4.97M
KAS
388
Kestra Advisory Services
Texas
$4.92M
MWA
389
Muirfield Wealth Advisors
North Carolina
$4.9M
CP
390
Creekside Partners
California
$4.88M
WC
391
Waterloo Capital
Texas
$4.88M
Financial Engines Advisors
392
Financial Engines Advisors
California
$4.86M
SWP
393
Stratos Wealth Partners
Ohio
$4.85M
WAG
394
Winthrop Advisory Group
Massachusetts
$4.81M
PFM
395
Peak Financial Management
Massachusetts
$4.78M
TPCW
396
TD Private Client Wealth
New York
$4.78M
MTIC
397
Missouri Trust & Investment Company
Missouri
$4.76M
DP
398
Denver PWM
Colorado
$4.76M
CW
399
Code Waechter
Florida
$4.75M
BFS
400
Bradley Foster & Sargent
Connecticut
$4.68M