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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
NW
426
NewEdge Wealth
Pennsylvania
$4.05M
MWM
427
Meridian Wealth Management
Kentucky
$4.02M
PCM
428
Poehling Capital Management
Wisconsin
$4M
JWM
429
JFG Wealth Management
Colorado
$3.98M
WFA
430
WJ Financial Advisors
Connecticut
$3.98M
NGA
431
Naples Global Advisors
Florida
$3.97M
SHJ
432
Sharkey, Howes & Javer
Colorado
$3.95M
PAS
433
Park Avenue Securities
New York
$3.94M
HFS
434
Hantz Financial Services
Michigan
$3.9M
WPC
435
Wedmont Private Capital
Pennsylvania
$3.89M
PCWA
436
Pacific Capital Wealth Advisors
California
$3.86M
YIA
437
YHB Investment Advisors
Connecticut
$3.86M
ES
438
ETF Store
Kansas
$3.84M
BFA
439
Beaumont Financial Advisors
Massachusetts
$3.83M
AMG
440
Advisors Management Group
Wisconsin
$3.8M
RWP
441
RWA Wealth Partners
Massachusetts
$3.71M
VAMG
442
Voisard Asset Management Group
Michigan
$3.7M
GGI
443
Godsey & Gibb Inc
Virginia
$3.68M
STA
444
Summit Trail Advisors
New York
$3.66M
PAYA
445
Phil A. Younker & Associates
Alaska
$3.6M
EFP
446
Elser Financial Planning
Indiana
$3.6M
PWM
447
Penobscot Wealth Management
Maine
$3.59M
AWM
448
Axxcess Wealth Management
California
$3.59M
PIA
449
Pinion Investment Advisors
Kansas
$3.59M
PAI
450
Pittenger & Anderson Inc
Nebraska
$3.58M