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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
RL
551
Retireful LLC
Michigan
$2.2M
PS
552
Principal Securities
Iowa
$2.19M
MFT
553
Moisand Fitzgerald Tamayo
Florida
$2.16M
CIA
554
Capital Investment Advisors
Georgia
$2.15M
PWW
555
Pettyjohn Wood & White
Virginia
$2.15M
WC
556
Wynn Capital
Georgia
$2.13M
AOWM
557
Alpha Omega Wealth Management
Virginia
$2.11M
SQA
558
Simon Quick Advisors
New Jersey
$2.1M
RWMH
559
Riverpoint Wealth Management Holdings
Illinois
$2.1M
PFA
560
Plotkin Financial Advisors
Maryland
$2.09M
PFA
561
Pinnacle Family Advisors
Missouri
$2.08M
MSWMA
562
Market Street Wealth Management Advisors
Indiana
$2.07M
BIM
563
Bridges Investment Management
Nebraska
$2.06M
EWM
564
Evolution Wealth Management
Florida
$2.06M
SCM
565
Saxony Capital Management
Missouri
$2.06M
BFG
566
Bouchey Financial Group
New York
$2.05M
AA
567
Alesco Advisors
New York
$2.04M
CFD
568
Creative Financial Designs
Indiana
$2.04M
MSG
569
Main Street Group
Virginia
$2.02M
PFWA
570
Paces Ferry Wealth Advisors
Georgia
$2.01M
LA
571
Lifeworks Advisors
Michigan
$2.01M
AIM
572
Aspen Investment Management
Michigan
$2.01M
CSI
573
Cross Staff Investments
New York
$2.01M
WAG
574
Wiser Advisor Group
Arizona
$1.98M
GC
575
Garde Capital
Washington
$1.98M