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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
EFG
576
Everhart Financial Group
Ohio
$1.97M
HT
577
Heritage Trust
Oklahoma
$1.97M
EWA
578
EverSource Wealth Advisors
Alabama
$1.96M
AFA
579
American Financial Advisors
Georgia
$1.94M
JWA
580
JFS Wealth Advisors
Pennsylvania
$1.94M
TFS
581
Thoroughbred Financial Services
Tennessee
$1.93M
NCM
582
Novare Capital Management
North Carolina
$1.93M
SWA
583
Sax Wealth Advisors
New Jersey
$1.93M
CMAI
584
Capital Management Associates Inc
Minnesota
$1.92M
FNBT
585
FineMark National Bank & Trust
Florida
$1.92M
Qube Research & Technologies (QRT)
586
Qube Research & Technologies (QRT)
United Kingdom
$1.9M
CIC
587
Cutler Investment Counsel
Oregon
$1.9M
GVAG
588
Great Valley Advisor Group
Delaware
$1.88M
CIA
589
Compass Ion Advisors
Pennsylvania
$1.87M
Russell Investments Group
590
Russell Investments Group
United Kingdom
$1.85M
OFS
591
Oldfather Financial Services
Nebraska
$1.85M
FG
592
Foster Group
Iowa
$1.85M
LIA
593
LBMC Investment Advisors
Tennessee
$1.85M
FCH
594
Freestone Capital Holdings
Washington
$1.84M
AG
595
AlTi Global
New York
$1.84M
PSCM
596
Per Stirling Capital Management
Texas
$1.84M
TSS
597
Two Sigma Securities
New York
$1.82M
FTS
598
Fifth Third Securities
Ohio
$1.82M
AC
599
Avant Capital
Louisiana
$1.8M
MS
600
Madden Securities
Texas
$1.8M