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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
EWM
401
Elmwood Wealth Management
California
$4.68M
IAN
402
Integrated Advisors Network
Texas
$4.65M
PWM
403
Paulson Wealth Management
Illinois
$4.65M
CFG
404
Carr Financial Group
Massachusetts
$4.62M
AMG
405
Asset Management Group
Connecticut
$4.58M
IWMA
406
Ironwood Wealth Management (Arizona)
Arizona
$4.54M
CPA
407
Cathy Pareto & Associates
Florida
$4.5M
CFG
408
Chapman Financial Group
Hawaii
$4.43M
SWM
409
Shelton Wealth Management
Texas
$4.42M
HCM
410
Hollencrest Capital Management
California
$4.39M
MW
411
Maia Wealth
Colorado
$4.39M
HKIMG
412
Hutchens & Kramer Investment Management Group
Indiana
$4.37M
SFS
413
Sowell Financial Services
Arkansas
$4.37M
CIBC Private Wealth Group
414
CIBC Private Wealth Group
Georgia
$4.36M
FVIM
415
Fort Vancouver Investment Management
Washington
$4.35M
RWB
416
RMR Wealth Builders
New Jersey
$4.34M
FFA
417
First Foundation Advisors
California
$4.3M
EWA
418
Exencial Wealth Advisors
Oklahoma
$4.29M
SHGA
419
Sand Hill Global Advisors
California
$4.21M
VAF
420
Values Added Financial
District of Columbia
$4.18M
MIA
421
MeadowBrook Investment Advisors
Michigan
$4.18M
SFS
422
Summit Financial Strategies
Ohio
$4.17M
DAS
423
Diversify Advisory Services
Utah
$4.14M
SPFA
424
Summit Place Financial Advisors
New Jersey
$4.12M
PA
425
Procyon Advisors
Connecticut
$4.1M