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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
CB
451
Commerce Bank
Missouri
$3.48M
NA
452
Nottingham Advisors
New York
$3.46M
TWG
453
The Wealth Group
Minnesota
$3.45M
VWA
454
VERITY Wealth Advisors
United States
$3.44M
FA
455
Fagan Associates
New York
$3.43M
MAMG
456
Milestone Asset Management Group
Connecticut
$3.43M
1WM
457
1900 Wealth Management
Texas
$3.41M
TIA
458
Traphagen Investment Advisors
New Jersey
$3.38M
RC
459
Roundview Capital
New Jersey
$3.34M
Lazard Asset Management
460
Lazard Asset Management
New York
$3.34M
BFM
461
Broadview Financial Management
Wisconsin
$3.34M
RC
462
Rovin Capital
Arizona
$3.33M
CCWA
463
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.3M
CAI
464
Capital Advisors Inc
Oklahoma
$3.25M
TIAA Trust, National Association
465
TIAA Trust, National Association
North Carolina
$3.23M
MFWP
466
Mosaic Family Wealth Partners
Missouri
$3.22M
SFA
467
Seneca Financial Advisors
New York
$3.17M
Janney Montgomery Scott
468
Janney Montgomery Scott
Pennsylvania
$3.17M
Jane Street
469
Jane Street
New York
$3.16M
NHC
470
Nicholas Hoffman & Company
Georgia
$3.1M
HC
471
Hurley Capital
New York
$3.09M
ZIM
472
Zacks Investment Management
Illinois
$3.09M
WWM
473
Western Wealth Management
Colorado
$3.08M
KCM
474
Kathmere Capital Management
Pennsylvania
$3.07M
PA
475
Pinnacle Associates
New York
$3.07M