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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
WC
551
Wynn Capital
Georgia
$2.13M
AOWM
552
Alpha Omega Wealth Management
Virginia
$2.11M
SQA
553
Simon Quick Advisors
New Jersey
$2.1M
RWMH
554
Riverpoint Wealth Management Holdings
Illinois
$2.1M
PFA
555
Plotkin Financial Advisors
Maryland
$2.09M
PFA
556
Pinnacle Family Advisors
Missouri
$2.08M
MSWMA
557
Market Street Wealth Management Advisors
Indiana
$2.07M
BIM
558
Bridges Investment Management
Nebraska
$2.06M
EWM
559
Evolution Wealth Management
Florida
$2.06M
SCM
560
Saxony Capital Management
Missouri
$2.06M
BFG
561
Bouchey Financial Group
New York
$2.05M
AA
562
Alesco Advisors
New York
$2.04M
CFD
563
Creative Financial Designs
Indiana
$2.04M
MSG
564
Main Street Group
Virginia
$2.02M
PFWA
565
Paces Ferry Wealth Advisors
Georgia
$2.01M
LA
566
Lifeworks Advisors
Michigan
$2.01M
AIM
567
Aspen Investment Management
Michigan
$2.01M
CSI
568
Cross Staff Investments
New York
$2.01M
WAG
569
Wiser Advisor Group
Arizona
$1.98M
EFG
570
Everhart Financial Group
Ohio
$1.97M
HT
571
Heritage Trust
Oklahoma
$1.97M
EWA
572
EverSource Wealth Advisors
Alabama
$1.96M
AFA
573
American Financial Advisors
Georgia
$1.94M
JWA
574
JFS Wealth Advisors
Pennsylvania
$1.94M
TFS
575
Thoroughbred Financial Services
Tennessee
$1.93M