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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
NCM
576
Novare Capital Management
North Carolina
$1.93M
SWA
577
Sax Wealth Advisors
New Jersey
$1.93M
CMAI
578
Capital Management Associates Inc
Minnesota
$1.92M
FNBT
579
FineMark National Bank & Trust
Florida
$1.92M
Qube Research & Technologies (QRT)
580
Qube Research & Technologies (QRT)
United Kingdom
$1.9M
CIC
581
Cutler Investment Counsel
Oregon
$1.9M
GVAG
582
Great Valley Advisor Group
Delaware
$1.88M
CIA
583
Compass Ion Advisors
Pennsylvania
$1.87M
Russell Investments Group
584
Russell Investments Group
United Kingdom
$1.85M
OFS
585
Oldfather Financial Services
Nebraska
$1.85M
FG
586
Foster Group
Iowa
$1.85M
LIA
587
LBMC Investment Advisors
Tennessee
$1.85M
FCH
588
Freestone Capital Holdings
Washington
$1.84M
AG
589
AlTi Global
New York
$1.84M
PSCM
590
Per Stirling Capital Management
Texas
$1.84M
TSS
591
Two Sigma Securities
New York
$1.82M
FTS
592
Fifth Third Securities
Ohio
$1.82M
AC
593
Avant Capital
Louisiana
$1.8M
MS
594
Madden Securities
Texas
$1.8M
VCM
595
Vision Capital Management
Oregon
$1.79M
WIM
596
Warwick Investment Management
Texas
$1.78M
HWA
597
Heartwood Wealth Advisors
Virginia
$1.78M
ANTB
598
AMG National Trust Bank
Colorado
$1.78M
WCM
599
Weaver Capital Management
Georgia
$1.78M
EAM
600
Evanson Asset Management
California
$1.76M