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Schwab US Large- Cap ETF

1,428 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, 488 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: 47.62%47.04% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 567

Holders
1,428
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
ECM
676
Evergreen Capital Management
Washington
$1.3M
LIM
677
Lathrop Investment Management
Arkansas
$1.28M
BL
678
BFSG LLC
California
$1.28M
LCC
679
Lincoln Capital Corp
Rhode Island
$1.28M
WF
680
Womack Financial
Texas
$1.28M
UIA
681
Ulland Investment Advisors
Minnesota
$1.27M
CCM
682
Colorado Capital Management
Colorado
$1.26M
IPWA
683
International Private Wealth Advisors
California
$1.26M
Comerica Bank
684
Comerica Bank
Texas
$1.25M
RSWM
685
Robertson Stephens Wealth Management
California
$1.24M
DT
686
Diversified Trust
Tennessee
$1.23M
CAM
687
Cozad Asset Management
Illinois
$1.23M
FWA
688
FSM Wealth Advisors
Ohio
$1.21M
WCM
689
Wealthcare Capital Management
Virginia
$1.2M
CPA
690
Capital Performance Advisors
California
$1.2M
BAS
691
Breakthru Advisory Services
Wisconsin
$1.19M
MFF
692
Michels Family Financial
Texas
$1.19M
SA
693
Sovran Advisors
California
$1.19M
SL
694
Sentinus LLC
Illinois
$1.18M
KWA
695
Kondo Wealth Advisors
California
$1.18M
DB
696
Dravo Bay
Delaware
$1.17M
HWA
697
HHM Wealth Advisors
Tennessee
$1.17M
FCM
698
Firestone Capital Management
Florida
$1.17M
LWMI
699
Landmark Wealth Management (Illinois)
Illinois
$1.17M
Vanguard Group
700
Vanguard Group
Pennsylvania
$1.17M