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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
RSWM
676
Robertson Stephens Wealth Management
California
$1.24M
DT
677
Diversified Trust
Tennessee
$1.23M
CAM
678
Cozad Asset Management
Illinois
$1.23M
FWA
679
FSM Wealth Advisors
Ohio
$1.21M
WCM
680
Wealthcare Capital Management
Virginia
$1.2M
CPA
681
Capital Performance Advisors
California
$1.2M
BAS
682
Breakthru Advisory Services
Wisconsin
$1.19M
MFF
683
Michels Family Financial
Texas
$1.19M
SA
684
Sovran Advisors
California
$1.19M
SL
685
Sentinus LLC
Illinois
$1.18M
KWA
686
Kondo Wealth Advisors
California
$1.18M
DB
687
Dravo Bay
Delaware
$1.17M
HWA
688
HHM Wealth Advisors
Tennessee
$1.17M
FCM
689
Firestone Capital Management
Florida
$1.17M
LWMI
690
Landmark Wealth Management (Illinois)
Illinois
$1.17M
Vanguard Group
691
Vanguard Group
Pennsylvania
$1.17M
HR
692
Howe & Rusling
New York
$1.17M
OP
693
ORG Partners
Indiana
$1.17M
SAM
694
Smartleaf Asset Management
Massachusetts
$1.16M
HCP
695
Hardin Capital Partners
South Carolina
$1.16M
EAM
696
Everstar Asset Management
North Carolina
$1.16M
SNPAM
697
St. Nicholas Private Asset Management
Florida
$1.16M
FWCM
698
Ferguson Wellman Capital Management
Oregon
$1.16M
CA
699
Calton & Associates
Florida
$1.15M
SC
700
Schoolcraft Capital
Colorado
$1.14M