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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
OWCM
726
One Wealth Capital Management
Arizona
$1.06M
JCM
727
Jacobsen Capital Management
Utah
$1.05M
BWA
728
Beam Wealth Advisors
Louisiana
$1.05M
AIA
729
Alternative Investment Advisors
Florida
$1.05M
RSWA
730
Robinson Smith Wealth Advisors
Maine
$1.05M
NEAM
731
New England Asset Management
Connecticut
$1.05M
AFG
732
Atomi Financial Group
New York
$1.04M
AT
733
American Trust
Kentucky
$1.04M
VFG
734
Victory Financial Group
Texas
$1.03M
PCM
735
Park Capital Management
Wisconsin
$1.03M
PEA
736
Park Edge Advisors
Ohio
$1.03M
JWBC
737
John W. Brooker & Co
California
$1.02M
CWA
738
Cura Wealth Advisors
Illinois
$1.02M
FTC
739
Farmers Trust Company
Ohio
$1.02M
CA
740
Cambridge Advisors
Nebraska
$1.01M
CP
741
Capital Planning
Washington
$1.01M
SA
742
Stewardship Advisors
Pennsylvania
$1.01M
CCC
743
Compass Capital Corp
Massachusetts
$1.01M
MCP
744
Mirador Capital Partners
California
$1M
Franklin Resources
745
Franklin Resources
California
$1M
EK
746
Evensky & Katz
Florida
$998K
MIP
747
Marietta Investment Partners
Wisconsin
$985K
Baird Financial Group
748
Baird Financial Group
Wisconsin
$983K
CIC
749
Carnegie Investment Counsel
Ohio
$977K
Neuberger Berman Group
750
Neuberger Berman Group
New York
$975K