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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
VCM
601
Vision Capital Management
Oregon
$1.79M
WIM
602
Warwick Investment Management
Texas
$1.78M
HWA
603
Heartwood Wealth Advisors
Virginia
$1.78M
ANTB
604
AMG National Trust Bank
Colorado
$1.78M
WCM
605
Weaver Capital Management
Georgia
$1.78M
EAM
606
Evanson Asset Management
California
$1.76M
PCM
607
Pennsylvania Capital Management
Pennsylvania
$1.76M
APG
608
Abacus Planning Group
South Carolina
$1.75M
EWA
609
Emergent Wealth Advisors
New York
$1.74M
VWM
610
Vermillion Wealth Management
Minnesota
$1.73M
BH
611
Burk Holdings
Oklahoma
$1.7M
HI
612
Human Investing
Oregon
$1.69M
RWM
613
Revisor Wealth Management
Ohio
$1.69M
NB
614
Northwest Bancshares
Pennsylvania
$1.69M
IF
615
Ironwood Financial
Arizona
$1.68M
CAL
616
Capital Advisors Ltd
Ohio
$1.68M
AUB
617
Atlantic Union Bankshares
Virginia
$1.68M
ICM
618
Intrepid Capital Management
Florida
$1.67M
WI
619
Westbourne Investments
Virginia
$1.67M
CCG
620
Chatham Capital Group
Georgia
$1.67M
CI
621
CX Institutional
Indiana
$1.67M
P
622
&Partners
Tennessee
$1.66M
SWM
623
SeaCrest Wealth Management
New York
$1.66M
TAM
624
Townsend Asset Management
North Carolina
$1.65M
JJBC
625
James J. Burns & Company
New York
$1.64M