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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
EK
751
Evensky & Katz
Florida
$998K
MIP
752
Marietta Investment Partners
Wisconsin
$985K
Baird Financial Group
753
Baird Financial Group
Wisconsin
$983K
CIC
754
Carnegie Investment Counsel
Ohio
$977K
Neuberger Berman Group
755
Neuberger Berman Group
New York
$975K
NSG
756
Nalls Sherbakoff Group
Tennessee
$970K
CW
757
Curio Wealth
Maryland
$966K
VVP
758
Venture Visionary Partners
Ohio
$965K
CIA
759
Covington Investment Advisors
Pennsylvania
$954K
FA
760
FF Advisors
California
$954K
PWM
761
Praetorian Wealth Management
California
$953K
NWMG
762
National Wealth Management Group
Ohio
$950K
WFS
763
Walker Financial Services
Kentucky
$948K
SWA
764
Serenus Wealth Advisors
California
$945K
OFG
765
Oxford Financial Group
Indiana
$939K
SAM
766
Summit Asset Management
Tennessee
$934K
IAA
767
Independent Advisor Alliance
North Carolina
$930K
HIG
768
Heritage Investment Group
Florida
$930K
XF
769
XML Financial
Maryland
$917K
MCWS
770
McKinley Carter Wealth Services
West Virginia
$911K
SSWM
771
Smith Salley Wealth Management
North Carolina
$911K
KWS
772
Keystone Wealth Services
California
$908K
TWA
773
Trellis Wealth Advisors
California
$899K
DWP
774
Daymark Wealth Partners
Ohio
$893K
HGWM
775
Horst & Graben Wealth Management
Oregon
$891K