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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
BIM
626
Breakwater Investment Management
Washington
$1.59M
JFG
627
Jefferies Financial Group
New York
$1.59M
IFS
628
Ifrah Financial Services
Arkansas
$1.58M
YIH
629
Y-Intercept (HK)
Hong Kong
$1.56M
HIP
630
HUB Investment Partners
Texas
$1.56M
HF
631
HRT Financial
New York
$1.56M
PCM
632
Passive Capital Management
Maryland
$1.56M
PWPS
633
Pinnacle Wealth Planning Services
Ohio
$1.55M
BPWM
634
Badgley Phelps Wealth Managers
Washington
$1.55M
BMCM
635
Bryn Mawr Capital Management
Pennsylvania
$1.55M
TW
636
TritonPoint Wealth
Maryland
$1.54M
CAM
637
Carret Asset Management
New York
$1.54M
CA
638
CGN Advisors
Kansas
$1.53M
SHA
639
Seneca House Advisors
Virginia
$1.5M
GG
640
GenWealth Group
New Jersey
$1.5M
GIM
641
Glenmede Investment Management
Pennsylvania
$1.5M
SSW
642
Stone Summit Wealth
Florida
$1.5M
AMIM
643
Aull & Monroe Investment Management
Alabama
$1.49M
TFP
644
Tilia Fiduciary Partners
North Carolina
$1.49M
CCFM
645
Clear Creek Financial Management
Washington
$1.49M
SIMG
646
Sonora Investment Management Group
Arizona
$1.48M
BIG
647
Brooklyn Investment Group
New York
$1.47M
KIA
648
KCM Investment Advisors
California
$1.46M
KWM
649
Kingsview Wealth Management
Oregon
$1.44M
TYCC
650
Texas Yale Capital Corp
Florida
$1.44M