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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
FCC
476
Flower City Capital
New York
$3.07M
CMBA
477
C.M. Bidwell & Associates
Hawaii
$3.06M
NCM
478
Next Capital Management
New York
$3.04M
BF
479
Brucke Financial
Indiana
$3M
CIR
480
Clear Investment Research
Georgia
$2.98M
MT
481
Midwest Trust
Kansas
$2.96M
AWM
482
Avior Wealth Management
Nebraska
$2.94M
WP
483
WealthShield Partners
North Carolina
$2.92M
PC
484
Payne Capital
Oregon
$2.91M
SC
485
SouthState Corp
Florida
$2.89M
CA
486
Clearstead Advisors
Ohio
$2.87M
FRA
487
Front Row Advisors
California
$2.83M
VFPW
488
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.82M
JPLA
489
Joseph P. Lucia & Associates
New York
$2.81M
LFG
490
Larson Financial Group
Missouri
$2.81M
WP
491
Westmount Partners
California
$2.79M
SCM
492
Stordahl Capital Management
Colorado
$2.78M
VCM
493
Virtue Capital Management
Tennessee
$2.71M
WA
494
Win Advisors
Florida
$2.71M
PFC
495
Phocas Financial Corp
California
$2.69M
ZF
496
Zhang Financial
Michigan
$2.68M
BFPW
497
BOK Financial Private Wealth
Colorado
$2.67M
JFGLC
498
Johnson Financial Group LLC (Colorado)
Colorado
$2.65M
AV
499
Aspiring Ventures
Ohio
$2.64M
CFGSD
500
Compass Financial Group (South Dakota)
South Dakota
$2.63M