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Schwab US Large- Cap ETF

1,432 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, 490 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: 47.65%47.07% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 194191 (-3)

14% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 567

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
PFC
501
Phocas Financial Corp
California
$2.69M
ZF
502
Zhang Financial
Michigan
$2.68M
BFPW
503
BOK Financial Private Wealth
Colorado
$2.67M
JFGLC
504
Johnson Financial Group LLC (Colorado)
Colorado
$2.65M
AV
505
Aspiring Ventures
Ohio
$2.64M
CFGSD
506
Compass Financial Group (South Dakota)
South Dakota
$2.63M
CWM
507
Cabot Wealth Management
Massachusetts
$2.62M
MAG
508
Mayfair Advisory Group
Alabama
$2.6M
CWM
509
CCG Wealth Management
California
$2.59M
Empower Advisory Group
510
Empower Advisory Group
Colorado
$2.55M
HAP
511
Harbor Asset Planning
Massachusetts
$2.55M
WI
512
Wedgewood Investors
Pennsylvania
$2.54M
S
513
SignatureFD
Georgia
$2.53M
DSC
514
Duncker Streett & Co
Missouri
$2.5M
PL
515
Plancorp LLC
Missouri
$2.48M
LTL
516
Lowery Thomas LLC
California
$2.47M
AWM
517
AE Wealth Management
Kansas
$2.47M
BRWA
518
B. Riley Wealth Advisors
Florida
$2.46M
MCM
519
Mitchell Capital Management
Kansas
$2.46M
CFO
520
Callan Family Office
Pennsylvania
$2.45M
OC
521
Oppenheimer & Co
New York
$2.44M
BCM
522
Brookstone Capital Management
Illinois
$2.44M
HIC
523
Holderness Investments Company
North Carolina
$2.43M
PCM
524
Parsons Capital Management
Rhode Island
$2.42M
FWP
525
FAS Wealth Partners
Kansas
$2.41M