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Schwab US Large- Cap ETF

1,428 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, 488 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: 47.62%47.04% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 567

Holders
1,428
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
MCA
626
Millennium Capital Advisors
Arkansas
$1.63M
CTWM
627
Cherry Tree Wealth Management
Minnesota
$1.63M
FM
628
Family Management
New York
$1.62M
Brown Advisory
629
Brown Advisory
Maryland
$1.61M
CA
630
CWC Advisors
Oregon
$1.6M
KeyBank National Association
631
KeyBank National Association
Ohio
$1.6M
IA
632
IFG Advisory
Georgia
$1.6M
BIM
633
Breakwater Investment Management
Washington
$1.59M
JFG
634
Jefferies Financial Group
New York
$1.59M
IFS
635
Ifrah Financial Services
Arkansas
$1.58M
YIH
636
Y-Intercept (HK)
Hong Kong
$1.56M
HIP
637
HUB Investment Partners
Texas
$1.56M
HF
638
HRT Financial
New York
$1.56M
PCM
639
Passive Capital Management
Maryland
$1.56M
PWPS
640
Pinnacle Wealth Planning Services
Ohio
$1.55M
BPWM
641
Badgley Phelps Wealth Managers
Washington
$1.55M
BMCM
642
Bryn Mawr Capital Management
Pennsylvania
$1.55M
TW
643
TritonPoint Wealth
Maryland
$1.54M
CAM
644
Carret Asset Management
New York
$1.54M
CA
645
CGN Advisors
Kansas
$1.53M
SHA
646
Seneca House Advisors
Virginia
$1.5M
GG
647
GenWealth Group
New Jersey
$1.5M
GIM
648
Glenmede Investment Management
Pennsylvania
$1.5M
SSW
649
Stone Summit Wealth
Florida
$1.5M
AMIM
650
Aull & Monroe Investment Management
Alabama
$1.49M