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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
FAG
651
Fortitude Advisory Group
Washington
$1.44M
EMC
652
Everest Management Corp
California
$1.43M
VCWA
653
Vanguard Capital Wealth Advisors
Colorado
$1.43M
TPI
654
Trust Point Inc
Wisconsin
$1.38M
MA
655
MONECO Advisors
Connecticut
$1.38M
GRP
656
Global Retirement Partners
California
$1.37M
CAL
657
Capital Analysts LLC
Pennsylvania
$1.35M
SH
658
SLT Holdings
Arizona
$1.35M
AIMC
659
Alley Investment Management Company
Illinois
$1.34M
VC
660
Veery Capital
Delaware
$1.34M
FWI
661
Facet Wealth Inc
Maryland
$1.33M
FPCP
662
Fort Point Capital Partners
California
$1.33M
CCA
663
Clarity Capital Advisors
Florida
$1.31M
AWM
664
Ariadne Wealth Management
California
$1.31M
VPA
665
Vernal Point Advisors
California
$1.31M
TCA
666
Transcend Capital Advisors
New Jersey
$1.31M
CA
667
Crewe Advisors
Utah
$1.3M
ECM
668
Evergreen Capital Management
Washington
$1.3M
LIM
669
Lathrop Investment Management
Arkansas
$1.28M
BL
670
BFSG LLC
California
$1.28M
LCC
671
Lincoln Capital Corp
Rhode Island
$1.28M
UIA
672
Ulland Investment Advisors
Minnesota
$1.27M
CCM
673
Colorado Capital Management
Colorado
$1.26M
IPWA
674
International Private Wealth Advisors
California
$1.26M
Comerica Bank
675
Comerica Bank
Texas
$1.25M