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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
CA
526
Capital Advantage
California
$2.37M
OSAM
527
O'Shaughnessy Asset Management
Connecticut
$2.34M
SF
528
Seros Financial
Arizona
$2.34M
RZH
529
Relyea Zuckerberg Hanson
Connecticut
$2.33M
ISFAN
530
Investor's Fiduciary Advisor Network
Washington
$2.33M
OF
531
Outfitter Financial
Maine
$2.31M
AC
532
Apella Capital
Connecticut
$2.31M
RF
533
RHS Financial
California
$2.31M
SP
534
Successful Portfolios
Florida
$2.3M
SWM
535
Stockman Wealth Management
Montana
$2.27M
AIS
536
American Investment Services
Massachusetts
$2.27M
LKBC
537
L.K. Benson & Company
Maryland
$2.26M
DTC
538
Davidson Trust Company
Washington
$2.25M
CPA
539
Clear Point Advisors
New York
$2.25M
ECM
540
Elgethun Capital Management
South Dakota
$2.24M
BBHC
541
Brown Brothers Harriman & Co
New York
$2.24M
EW
542
Evoke Wealth
California
$2.23M
BOC
543
Bull Oak Capital
California
$2.23M
AF
544
Advisornet Financial
Minnesota
$2.22M
SOS
545
Silver Oak Securities
Tennessee
$2.22M
RL
546
Retireful LLC
Michigan
$2.2M
PS
547
Principal Securities
Iowa
$2.19M
MFT
548
Moisand Fitzgerald Tamayo
Florida
$2.16M
CIA
549
Capital Investment Advisors
Georgia
$2.15M
PWW
550
Pettyjohn Wood & White
Virginia
$2.15M