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Schwab US Large- Cap ETF

1,432 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 112 funds opening new positions, 490 increasing their positions, 567 reducing their positions, and 49 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:

0.58% less ownership

Funds ownership: 47.65%47.07% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 194191 (-3)

14% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 567

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
PAI
451
Pittenger & Anderson Inc
Nebraska
$3.58M
ACM
452
Armbruster Capital Management
New York
$3.55M
HWMG
453
Hurlow Wealth Management Group
Indiana
$3.53M
CCM
454
Condor Capital Management
New Jersey
$3.51M
DWM
455
Dakota Wealth Management
Florida
$3.48M
CB
456
Commerce Bank
Missouri
$3.48M
NA
457
Nottingham Advisors
New York
$3.46M
TWG
458
The Wealth Group
Minnesota
$3.45M
VWA
459
VERITY Wealth Advisors
United States
$3.44M
FA
460
Fagan Associates
New York
$3.43M
MAMG
461
Milestone Asset Management Group
Connecticut
$3.43M
1WM
462
1900 Wealth Management
Texas
$3.41M
TIA
463
Traphagen Investment Advisors
New Jersey
$3.38M
RC
464
Roundview Capital
New Jersey
$3.34M
Lazard Asset Management
465
Lazard Asset Management
New York
$3.34M
BFM
466
Broadview Financial Management
Wisconsin
$3.34M
RC
467
Rovin Capital
Arizona
$3.33M
CCWA
468
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.3M
CAI
469
Capital Advisors Inc
Oklahoma
$3.25M
TIAA Trust, National Association
470
TIAA Trust, National Association
North Carolina
$3.23M
GHA
471
GW Henssler & Associates
Georgia
$3.22M
MFWP
472
Mosaic Family Wealth Partners
Missouri
$3.22M
SFA
473
Seneca Financial Advisors
New York
$3.17M
Janney Montgomery Scott
474
Janney Montgomery Scott
Pennsylvania
$3.17M
Jane Street
475
Jane Street
New York
$3.16M