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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
HR
701
Howe & Rusling
New York
$1.17M
OP
702
ORG Partners
Indiana
$1.17M
SAM
703
Smartleaf Asset Management
Massachusetts
$1.16M
HCP
704
Hardin Capital Partners
South Carolina
$1.16M
EAM
705
Everstar Asset Management
North Carolina
$1.16M
SNPAM
706
St. Nicholas Private Asset Management
Florida
$1.16M
FWCM
707
Ferguson Wellman Capital Management
Oregon
$1.16M
CA
708
Calton & Associates
Florida
$1.15M
SC
709
Schoolcraft Capital
Colorado
$1.14M
RDFA
710
Ritter Daniher Financial Advisory
Ohio
$1.14M
APP
711
Avantax Planning Partners
Iowa
$1.14M
CAG
712
Compass Advisory Group
New York
$1.13M
JF
713
Joule Financial
Kentucky
$1.13M
EFS
714
Econ Financial Services
Pennsylvania
$1.12M
VBFG
715
Vishria Bird Financial Group
Tennessee
$1.12M
Fisher Asset Management
716
Fisher Asset Management
Washington
$1.11M
LIA
717
Lynx Investment Advisory
District of Columbia
$1.11M
CWA
718
Carolina Wealth Advisors
South Carolina
$1.11M
RPGK
719
Retirement Planning Group (Kansas)
Kansas
$1.1M
OFG
720
Orcam Financial Group
California
$1.1M
PFA
721
Petra Financial Advisors
Colorado
$1.09M
LKIM
722
Lawson Kroeker Investment Management
Nebraska
$1.09M
CCWM
723
Cassaday & Co Wealth Management
Virginia
$1.08M
NFW
724
Noble Family Wealth
Florida
$1.08M
SG
725
StoneX Group
New York
$1.07M