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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
CFG
401
Carr Financial Group
Massachusetts
$4.62M
AMG
402
Asset Management Group
Connecticut
$4.58M
IWMA
403
Ironwood Wealth Management (Arizona)
Arizona
$4.54M
CPA
404
Cathy Pareto & Associates
Florida
$4.5M
CFG
405
Chapman Financial Group
Hawaii
$4.43M
SWM
406
Shelton Wealth Management
Texas
$4.42M
HCM
407
Hollencrest Capital Management
California
$4.39M
MW
408
Maia Wealth
Colorado
$4.39M
HKIMG
409
Hutchens & Kramer Investment Management Group
Indiana
$4.37M
SFS
410
Sowell Financial Services
Arkansas
$4.37M
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$4.36M
FVIM
412
Fort Vancouver Investment Management
Washington
$4.35M
RWB
413
RMR Wealth Builders
New Jersey
$4.34M
FFA
414
First Foundation Advisors
California
$4.3M
EWA
415
Exencial Wealth Advisors
Oklahoma
$4.29M
SHGA
416
Sand Hill Global Advisors
California
$4.21M
VAF
417
Values Added Financial
District of Columbia
$4.18M
MIA
418
MeadowBrook Investment Advisors
Michigan
$4.18M
SFS
419
Summit Financial Strategies
Ohio
$4.17M
DAS
420
Diversify Advisory Services
Utah
$4.14M
SPFA
421
Summit Place Financial Advisors
New Jersey
$4.12M
PA
422
Procyon Advisors
Connecticut
$4.1M
NW
423
NewEdge Wealth
Pennsylvania
$4.05M
MWM
424
Meridian Wealth Management
Kentucky
$4.02M
PCM
425
Poehling Capital Management
Wisconsin
$4M