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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
JWM
426
JFG Wealth Management
Colorado
$3.98M
WFA
427
WJ Financial Advisors
Connecticut
$3.98M
NGA
428
Naples Global Advisors
Florida
$3.97M
SHJ
429
Sharkey, Howes & Javer
Colorado
$3.95M
PAS
430
Park Avenue Securities
New York
$3.94M
HFS
431
Hantz Financial Services
Michigan
$3.9M
WPC
432
Wedmont Private Capital
Pennsylvania
$3.89M
PCWA
433
Pacific Capital Wealth Advisors
California
$3.86M
YIA
434
YHB Investment Advisors
Connecticut
$3.86M
ES
435
ETF Store
Kansas
$3.84M
BFA
436
Beaumont Financial Advisors
Massachusetts
$3.83M
RWP
437
RWA Wealth Partners
Massachusetts
$3.71M
VAMG
438
Voisard Asset Management Group
Michigan
$3.7M
GGI
439
Godsey & Gibb Inc
Virginia
$3.68M
STA
440
Summit Trail Advisors
New York
$3.66M
PAYA
441
Phil A. Younker & Associates
Alaska
$3.6M
EFP
442
Elser Financial Planning
Indiana
$3.6M
PWM
443
Penobscot Wealth Management
Maine
$3.59M
AWM
444
Axxcess Wealth Management
California
$3.59M
PIA
445
Pinion Investment Advisors
Kansas
$3.59M
PAI
446
Pittenger & Anderson Inc
Nebraska
$3.58M
ACM
447
Armbruster Capital Management
New York
$3.55M
HWMG
448
Hurlow Wealth Management Group
Indiana
$3.53M
CCM
449
Condor Capital Management
New Jersey
$3.51M
DWM
450
Dakota Wealth Management
Florida
$3.48M