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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
SEEDPG
526
S.E.E.D. Planning Group
New York
$2.4M
VP
527
Verum Partners
North Carolina
$2.39M
WAM
528
Worth Asset Management
Texas
$2.38M
CFG
529
Cooper Financial Group
California
$2.38M
WTC
530
WhitTier Trust Company
Nevada
$2.38M
RWM
531
Rialto Wealth Management
New York
$2.37M
CA
532
Capital Advantage
California
$2.37M
RAG
533
RIA Advisory Group
Iowa
$2.37M
OSAM
534
O'Shaughnessy Asset Management
Connecticut
$2.34M
SF
535
Seros Financial
Arizona
$2.34M
RZH
536
Relyea Zuckerberg Hanson
Connecticut
$2.33M
ISFAN
537
Investor's Fiduciary Advisor Network
Washington
$2.33M
OF
538
Outfitter Financial
Maine
$2.31M
AC
539
Apella Capital
Connecticut
$2.31M
RF
540
RHS Financial
California
$2.31M
SP
541
Successful Portfolios
Florida
$2.3M
SWM
542
Stockman Wealth Management
Montana
$2.27M
AIS
543
American Investment Services
Massachusetts
$2.27M
LKBC
544
L.K. Benson & Company
Maryland
$2.26M
DTC
545
Davidson Trust Company
Washington
$2.25M
CPA
546
Clear Point Advisors
New York
$2.25M
ECM
547
Elgethun Capital Management
South Dakota
$2.24M
BBHC
548
Brown Brothers Harriman & Co
New York
$2.24M
EW
549
Evoke Wealth
California
$2.23M
BOC
550
Bull Oak Capital
California
$2.23M