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Schwab US Large- Cap ETF

1,420 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 110 funds opening new positions, 485 increasing their positions, 565 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:

0.59% less ownership

Funds ownership: 47.63%47.04% (-0.59%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 565

Holders
1,420
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
HCP
701
Hardin Capital Partners
South Carolina
$1.16M
EAM
702
Everstar Asset Management
North Carolina
$1.16M
SNPAM
703
St. Nicholas Private Asset Management
Florida
$1.16M
FWCM
704
Ferguson Wellman Capital Management
Oregon
$1.16M
CA
705
Calton & Associates
Florida
$1.15M
SC
706
Schoolcraft Capital
Colorado
$1.14M
RDFA
707
Ritter Daniher Financial Advisory
Ohio
$1.14M
APP
708
Avantax Planning Partners
Iowa
$1.14M
CAG
709
Compass Advisory Group
New York
$1.13M
JF
710
Joule Financial
Kentucky
$1.13M
EFS
711
Econ Financial Services
Pennsylvania
$1.12M
VBFG
712
Vishria Bird Financial Group
Tennessee
$1.12M
Fisher Asset Management
713
Fisher Asset Management
Washington
$1.11M
LIA
714
Lynx Investment Advisory
District of Columbia
$1.11M
CWA
715
Carolina Wealth Advisors
South Carolina
$1.11M
RPGK
716
Retirement Planning Group (Kansas)
Kansas
$1.1M
OFG
717
Orcam Financial Group
California
$1.1M
PFA
718
Petra Financial Advisors
Colorado
$1.09M
LKIM
719
Lawson Kroeker Investment Management
Nebraska
$1.09M
CCWM
720
Cassaday & Co Wealth Management
Virginia
$1.08M
NFW
721
Noble Family Wealth
Florida
$1.08M
SG
722
StoneX Group
New York
$1.07M
TCM
723
Twele Capital Management
Minnesota
$1.06M
FTUS
724
Flow Traders U.S.
New York
$1.06M
LEFP
725
Leading Edge Financial Planning
Tennessee
$1.06M