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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
TAM
626
Townsend Asset Management
North Carolina
$1.65M
JJBC
627
James J. Burns & Company
New York
$1.64M
MCA
628
Millennium Capital Advisors
Arkansas
$1.63M
CTWM
629
Cherry Tree Wealth Management
Minnesota
$1.63M
FM
630
Family Management
New York
$1.62M
Brown Advisory
631
Brown Advisory
Maryland
$1.61M
CA
632
CWC Advisors
Oregon
$1.6M
KeyBank National Association
633
KeyBank National Association
Ohio
$1.6M
IA
634
IFG Advisory
Georgia
$1.6M
BIM
635
Breakwater Investment Management
Washington
$1.59M
JFG
636
Jefferies Financial Group
New York
$1.59M
IFS
637
Ifrah Financial Services
Arkansas
$1.58M
YIH
638
Y-Intercept (HK)
Hong Kong
$1.56M
HIP
639
HUB Investment Partners
Texas
$1.56M
HF
640
HRT Financial
New York
$1.56M
PCM
641
Passive Capital Management
Maryland
$1.56M
PWPS
642
Pinnacle Wealth Planning Services
Ohio
$1.55M
BPWM
643
Badgley Phelps Wealth Managers
Washington
$1.55M
BMCM
644
Bryn Mawr Capital Management
Pennsylvania
$1.55M
TW
645
TritonPoint Wealth
Maryland
$1.54M
CAM
646
Carret Asset Management
New York
$1.54M
CA
647
CGN Advisors
Kansas
$1.53M
SHA
648
Seneca House Advisors
Virginia
$1.5M
GG
649
GenWealth Group
New Jersey
$1.5M
GIM
650
Glenmede Investment Management
Pennsylvania
$1.5M