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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
CW
751
Curio Wealth
Maryland
$966K
VVP
752
Venture Visionary Partners
Ohio
$965K
CIA
753
Covington Investment Advisors
Pennsylvania
$954K
FA
754
FF Advisors
California
$954K
PWM
755
Praetorian Wealth Management
California
$953K
NWMG
756
National Wealth Management Group
Ohio
$950K
WFS
757
Walker Financial Services
Kentucky
$948K
SWA
758
Serenus Wealth Advisors
California
$945K
OFG
759
Oxford Financial Group
Indiana
$939K
SAM
760
Summit Asset Management
Tennessee
$934K
IAA
761
Independent Advisor Alliance
North Carolina
$930K
HIG
762
Heritage Investment Group
Florida
$930K
XF
763
XML Financial
Maryland
$917K
MCWS
764
McKinley Carter Wealth Services
West Virginia
$911K
SSWM
765
Smith Salley Wealth Management
North Carolina
$911K
KWS
766
Keystone Wealth Services
California
$908K
TWA
767
Trellis Wealth Advisors
California
$899K
DWP
768
Daymark Wealth Partners
Ohio
$893K
HGWM
769
Horst & Graben Wealth Management
Oregon
$891K
CA
770
Claro Advisors
Massachusetts
$888K
OCM
771
One Capital Management
California
$888K
CFP
772
Cascade Financial Partners
California
$886K
First Trust Advisors
773
First Trust Advisors
Illinois
$879K
WPW
774
Watershed Private Wealth
Illinois
$874K
FFO
775
Fiduciary Family Office
Florida
$874K