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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
TCA
676
Transcend Capital Advisors
New Jersey
$1.31M
CA
677
Crewe Advisors
Utah
$1.3M
ECM
678
Evergreen Capital Management
Washington
$1.3M
LIM
679
Lathrop Investment Management
Arkansas
$1.28M
BL
680
BFSG LLC
California
$1.28M
LCC
681
Lincoln Capital Corp
Rhode Island
$1.28M
WF
682
Womack Financial
Texas
$1.28M
UIA
683
Ulland Investment Advisors
Minnesota
$1.27M
CCM
684
Colorado Capital Management
Colorado
$1.26M
IPWA
685
International Private Wealth Advisors
California
$1.26M
Comerica Bank
686
Comerica Bank
Texas
$1.25M
RSWM
687
Robertson Stephens Wealth Management
California
$1.24M
DT
688
Diversified Trust
Tennessee
$1.23M
CAM
689
Cozad Asset Management
Illinois
$1.23M
FWA
690
FSM Wealth Advisors
Ohio
$1.21M
WCM
691
Wealthcare Capital Management
Virginia
$1.2M
CPA
692
Capital Performance Advisors
California
$1.2M
BAS
693
Breakthru Advisory Services
Wisconsin
$1.19M
MFF
694
Michels Family Financial
Texas
$1.19M
SA
695
Sovran Advisors
California
$1.19M
SL
696
Sentinus LLC
Illinois
$1.18M
KWA
697
Kondo Wealth Advisors
California
$1.18M
DB
698
Dravo Bay
Delaware
$1.17M
HWA
699
HHM Wealth Advisors
Tennessee
$1.17M
FCM
700
Firestone Capital Management
Florida
$1.17M