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Schwab US Large- Cap ETF

1,432 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 112 funds opening new positions, 490 increasing their positions, 567 reducing their positions, and 49 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:

0.58% less ownership

Funds ownership: 47.65%47.07% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 194191 (-3)

14% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 567

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
AC
601
Avant Capital
Louisiana
$1.8M
MS
602
Madden Securities
Texas
$1.8M
VCM
603
Vision Capital Management
Oregon
$1.79M
WIM
604
Warwick Investment Management
Texas
$1.78M
HWA
605
Heartwood Wealth Advisors
Virginia
$1.78M
ANTB
606
AMG National Trust Bank
Colorado
$1.78M
WCM
607
Weaver Capital Management
Georgia
$1.78M
EAM
608
Evanson Asset Management
California
$1.76M
PCM
609
Pennsylvania Capital Management
Pennsylvania
$1.76M
APG
610
Abacus Planning Group
South Carolina
$1.75M
EWA
611
Emergent Wealth Advisors
New York
$1.74M
VWM
612
Vermillion Wealth Management
Minnesota
$1.73M
BH
613
Burk Holdings
Oklahoma
$1.7M
HI
614
Human Investing
Oregon
$1.69M
RWM
615
Revisor Wealth Management
Ohio
$1.69M
NB
616
Northwest Bancshares
Pennsylvania
$1.69M
IF
617
Ironwood Financial
Arizona
$1.68M
CAL
618
Capital Advisors Ltd
Ohio
$1.68M
AUB
619
Atlantic Union Bankshares
Virginia
$1.68M
ICM
620
Intrepid Capital Management
Florida
$1.67M
WI
621
Westbourne Investments
Virginia
$1.67M
CCG
622
Chatham Capital Group
Georgia
$1.67M
CI
623
CX Institutional
Indiana
$1.67M
P
624
&Partners
Tennessee
$1.66M
SWM
625
SeaCrest Wealth Management
New York
$1.66M