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