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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
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$171M
AA
27
Apriem Advisors
California
$169M
BWA
28
BlueSky Wealth Advisors
North Carolina
$162M
BPA
29
Beacon Pointe Advisors
California
$158M
WANY
30
Wealthspire Advisors (New York)
New York
$151M
Morgan Stanley
31
Morgan Stanley
New York
$150M
Corient Private Wealth
32
Corient Private Wealth
Florida
$144M
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$138M
FC
34
Financial Consulate
Maryland
$135M
JIC
35
Johnson Investment Counsel
Ohio
$132M
GG
36
Greenwood Gearhart
Arkansas
$131M
OWM
37
Orgel Wealth Management
Wisconsin
$124M
EWM
38
Evermay Wealth Management
Virginia
$118M
CST
39
Charles Schwab Trust
Nevada
$110M
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$109M
SCM
41
Steele Capital Management
Iowa
$103M
FIG
42
FSA Investment Group
Florida
$96.9M
CRC
43
Curi RMB Capital
Illinois
$94.9M
Ameriprise
44
Ameriprise
Minnesota
$91M
MWP
45
Meridian Wealth Partners
Pennsylvania
$89.9M
SIM
46
Sims Investment Management
Ohio
$88.6M
IWC
47
Integrated Wealth Concepts
Massachusetts
$82.6M
HWM
48
HB Wealth Management
Georgia
$80.1M
CAAM
49
Cornerstone Advisors Asset Management
Pennsylvania
$76.7M
CAM
50
Cresset Asset Management
Illinois
$76.3M