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Schwab US Large- Cap ETF

1,403 hedge funds and large institutions have $28.5B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 481 increasing their positions, 555 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:

0.68% less ownership

Funds ownership: 47.6%46.92% (-0.68%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

13% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 555

Holders
1,403
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
SWA
751
Serenus Wealth Advisors
California
$945K
OFG
752
Oxford Financial Group
Indiana
$939K
SAM
753
Summit Asset Management
Tennessee
$934K
IAA
754
Independent Advisor Alliance
North Carolina
$930K
HIG
755
Heritage Investment Group
Florida
$930K
XF
756
XML Financial
Maryland
$917K
MCWS
757
McKinley Carter Wealth Services
West Virginia
$911K
SSWM
758
Smith Salley Wealth Management
North Carolina
$911K
KWS
759
Keystone Wealth Services
California
$908K
TWA
760
Trellis Wealth Advisors
California
$899K
DWP
761
Daymark Wealth Partners
Ohio
$893K
HGWM
762
Horst & Graben Wealth Management
Oregon
$891K
CA
763
Claro Advisors
Massachusetts
$888K
OCM
764
One Capital Management
California
$888K
CFP
765
Cascade Financial Partners
California
$886K
First Trust Advisors
766
First Trust Advisors
Illinois
$879K
WPW
767
Watershed Private Wealth
Illinois
$874K
FFO
768
Fiduciary Family Office
Florida
$874K
AWA
769
Arkadios Wealth Advisors
Georgia
$873K
KJWM
770
Kiley Juergens Wealth Management
Washington
$861K
MSS
771
Mitchell Sinkler & Starr
Pennsylvania
$860K
ACM
772
Anfield Capital Management
California
$859K
KA
773
Klingman & Associates
New York
$858K
FFB
774
First Financial Bankshares
Texas
$857K
CWA
775
CM Wealth Advisors
Ohio
$857K