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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
WAM
526
Worth Asset Management
Texas
$2.38M
CFG
527
Cooper Financial Group
California
$2.38M
WTC
528
WhitTier Trust Company
Nevada
$2.38M
RWM
529
Rialto Wealth Management
New York
$2.37M
CA
530
Capital Advantage
California
$2.37M
RAG
531
RIA Advisory Group
Iowa
$2.37M
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$2.34M
SF
533
Seros Financial
Arizona
$2.34M
RZH
534
Relyea Zuckerberg Hanson
Connecticut
$2.33M
ISFAN
535
Investor's Fiduciary Advisor Network
Washington
$2.33M
OF
536
Outfitter Financial
Maine
$2.31M
AC
537
Apella Capital
Connecticut
$2.31M
RF
538
RHS Financial
California
$2.31M
SP
539
Successful Portfolios
Florida
$2.3M
SWM
540
Stockman Wealth Management
Montana
$2.27M
AIS
541
American Investment Services
Massachusetts
$2.27M
LKBC
542
L.K. Benson & Company
Maryland
$2.26M
DTC
543
Davidson Trust Company
Washington
$2.25M
CPA
544
Clear Point Advisors
New York
$2.25M
ECM
545
Elgethun Capital Management
South Dakota
$2.24M
BBHC
546
Brown Brothers Harriman & Co
New York
$2.24M
EW
547
Evoke Wealth
California
$2.23M
BOC
548
Bull Oak Capital
California
$2.23M
AF
549
Advisornet Financial
Minnesota
$2.22M
SOS
550
Silver Oak Securities
Tennessee
$2.22M