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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
NFW
726
Noble Family Wealth
Florida
$1.08M
SG
727
StoneX Group
New York
$1.07M
TCM
728
Twele Capital Management
Minnesota
$1.06M
FTUS
729
Flow Traders U.S.
New York
$1.06M
LEFP
730
Leading Edge Financial Planning
Tennessee
$1.06M
OWCM
731
One Wealth Capital Management
Arizona
$1.06M
JCM
732
Jacobsen Capital Management
Utah
$1.05M
BWA
733
Beam Wealth Advisors
Louisiana
$1.05M
AIA
734
Alternative Investment Advisors
Florida
$1.05M
RSWA
735
Robinson Smith Wealth Advisors
Maine
$1.05M
NEAM
736
New England Asset Management
Connecticut
$1.05M
AFG
737
Atomi Financial Group
New York
$1.04M
AT
738
American Trust
Kentucky
$1.04M
VFG
739
Victory Financial Group
Texas
$1.03M
PCM
740
Park Capital Management
Wisconsin
$1.03M
PEA
741
Park Edge Advisors
Ohio
$1.03M
JWBC
742
John W. Brooker & Co
California
$1.02M
CWA
743
Cura Wealth Advisors
Illinois
$1.02M
FTC
744
Farmers Trust Company
Ohio
$1.02M
CA
745
Cambridge Advisors
Nebraska
$1.01M
CP
746
Capital Planning
Washington
$1.01M
SA
747
Stewardship Advisors
Pennsylvania
$1.01M
CCC
748
Compass Capital Corp
Massachusetts
$1.01M
MCP
749
Mirador Capital Partners
California
$1M
Franklin Resources
750
Franklin Resources
California
$1M