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