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Schwab US Large- Cap ETF

1,428 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, 488 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: 47.62%47.04% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 567

Holders
1,428
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
HC
476
Hurley Capital
New York
$3.09M
ZIM
477
Zacks Investment Management
Illinois
$3.09M
WWM
478
Western Wealth Management
Colorado
$3.08M
KCM
479
Kathmere Capital Management
Pennsylvania
$3.07M
PA
480
Pinnacle Associates
New York
$3.07M
FCC
481
Flower City Capital
New York
$3.07M
CMBA
482
C.M. Bidwell & Associates
Hawaii
$3.06M
NCM
483
Next Capital Management
New York
$3.04M
BF
484
Brucke Financial
Indiana
$3M
CIR
485
Clear Investment Research
Georgia
$2.98M
MT
486
Midwest Trust
Kansas
$2.96M
AWM
487
Avior Wealth Management
Nebraska
$2.94M
WP
488
WealthShield Partners
North Carolina
$2.92M
PC
489
Payne Capital
Oregon
$2.91M
SC
490
SouthState Corp
Florida
$2.89M
CA
491
Clearstead Advisors
Ohio
$2.87M
FRA
492
Front Row Advisors
California
$2.83M
VFPW
493
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.82M
JPLA
494
Joseph P. Lucia & Associates
New York
$2.81M
LFG
495
Larson Financial Group
Missouri
$2.81M
WP
496
Westmount Partners
California
$2.79M
SCM
497
Stordahl Capital Management
Colorado
$2.78M
WA
498
Win Advisors
Florida
$2.71M
PFC
499
Phocas Financial Corp
California
$2.69M
ZF
500
Zhang Financial
Michigan
$2.68M