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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
TCM
726
Twele Capital Management
Minnesota
$1.06M
FTUS
727
Flow Traders U.S.
New York
$1.06M
LEFP
728
Leading Edge Financial Planning
Tennessee
$1.06M
OWCM
729
One Wealth Capital Management
Arizona
$1.06M
JCM
730
Jacobsen Capital Management
Utah
$1.05M
BWA
731
Beam Wealth Advisors
Louisiana
$1.05M
AIA
732
Alternative Investment Advisors
Florida
$1.05M
RSWA
733
Robinson Smith Wealth Advisors
Maine
$1.05M
NEAM
734
New England Asset Management
Connecticut
$1.05M
AFG
735
Atomi Financial Group
New York
$1.04M
AT
736
American Trust
Kentucky
$1.04M
VFG
737
Victory Financial Group
Texas
$1.03M
PCM
738
Park Capital Management
Wisconsin
$1.03M
PEA
739
Park Edge Advisors
Ohio
$1.03M
JWBC
740
John W. Brooker & Co
California
$1.02M
CWA
741
Cura Wealth Advisors
Illinois
$1.02M
FTC
742
Farmers Trust Company
Ohio
$1.02M
CA
743
Cambridge Advisors
Nebraska
$1.01M
CP
744
Capital Planning
Washington
$1.01M
SA
745
Stewardship Advisors
Pennsylvania
$1.01M
CCC
746
Compass Capital Corp
Massachusetts
$1.01M
MCP
747
Mirador Capital Partners
California
$1M
Franklin Resources
748
Franklin Resources
California
$1M
EK
749
Evensky & Katz
Florida
$998K
MIP
750
Marietta Investment Partners
Wisconsin
$985K