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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
PCM
601
Pennsylvania Capital Management
Pennsylvania
$1.76M
APG
602
Abacus Planning Group
South Carolina
$1.75M
EWA
603
Emergent Wealth Advisors
New York
$1.74M
VWM
604
Vermillion Wealth Management
Minnesota
$1.73M
BH
605
Burk Holdings
Oklahoma
$1.7M
HI
606
Human Investing
Oregon
$1.69M
RWM
607
Revisor Wealth Management
Ohio
$1.69M
NB
608
Northwest Bancshares
Pennsylvania
$1.69M
IF
609
Ironwood Financial
Arizona
$1.68M
CAL
610
Capital Advisors Ltd
Ohio
$1.68M
AUB
611
Atlantic Union Bankshares
Virginia
$1.68M
ICM
612
Intrepid Capital Management
Florida
$1.67M
WI
613
Westbourne Investments
Virginia
$1.67M
CCG
614
Chatham Capital Group
Georgia
$1.67M
CI
615
CX Institutional
Indiana
$1.67M
P
616
&Partners
Tennessee
$1.66M
SWM
617
SeaCrest Wealth Management
New York
$1.66M
TAM
618
Townsend Asset Management
North Carolina
$1.65M
JJBC
619
James J. Burns & Company
New York
$1.64M
CTWM
620
Cherry Tree Wealth Management
Minnesota
$1.63M
FM
621
Family Management
New York
$1.62M
Brown Advisory
622
Brown Advisory
Maryland
$1.61M
CA
623
CWC Advisors
Oregon
$1.6M
KeyBank National Association
624
KeyBank National Association
Ohio
$1.6M
IA
625
IFG Advisory
Georgia
$1.6M