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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
ACM
451
Armbruster Capital Management
New York
$3.55M
HWMG
452
Hurlow Wealth Management Group
Indiana
$3.53M
CCM
453
Condor Capital Management
New Jersey
$3.51M
DWM
454
Dakota Wealth Management
Florida
$3.48M
CB
455
Commerce Bank
Missouri
$3.48M
NA
456
Nottingham Advisors
New York
$3.46M
TWG
457
The Wealth Group
Minnesota
$3.45M
VWA
458
VERITY Wealth Advisors
United States
$3.44M
FA
459
Fagan Associates
New York
$3.43M
MAMG
460
Milestone Asset Management Group
Connecticut
$3.43M
1WM
461
1900 Wealth Management
Texas
$3.41M
TIA
462
Traphagen Investment Advisors
New Jersey
$3.38M
RC
463
Roundview Capital
New Jersey
$3.34M
Lazard Asset Management
464
Lazard Asset Management
New York
$3.34M
BFM
465
Broadview Financial Management
Wisconsin
$3.34M
RC
466
Rovin Capital
Arizona
$3.33M
CCWA
467
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.3M
CAI
468
Capital Advisors Inc
Oklahoma
$3.25M
TIAA Trust, National Association
469
TIAA Trust, National Association
North Carolina
$3.23M
MFWP
470
Mosaic Family Wealth Partners
Missouri
$3.22M
SFA
471
Seneca Financial Advisors
New York
$3.17M
Janney Montgomery Scott
472
Janney Montgomery Scott
Pennsylvania
$3.17M
Jane Street
473
Jane Street
New York
$3.16M
NHC
474
Nicholas Hoffman & Company
Georgia
$3.1M
HC
475
Hurley Capital
New York
$3.09M