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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
PK
776
Pflug Koory
Nebraska
$857K
KPWS
777
Kestra Private Wealth Services
Texas
$855K
RIA
778
Regal Investment Advisors
Michigan
$849K
SFS
779
Security Financial Services
Indiana
$848K
PMFA
780
Plante Moran Financial Advisors
Michigan
$846K
CFP
781
Catalyst Financial Partners
Massachusetts
$836K
BWP
782
Bernardo Wealth Planning
Pennsylvania
$836K
FPAS
783
Focus Partners Advisor Solutions
Missouri
$835K
DIA
784
Dana Investment Advisors
Wisconsin
$831K
LF
785
LifePlan Financial
Minnesota
$830K
CFG
786
Citizens Financial Group
Rhode Island
$824K
DI
787
Disciplined Investors
Texas
$822K
PFBT
788
Parkside Financial Bank & Trust
Missouri
$817K
CWM
789
Chesapeake Wealth Management
Virginia
$816K
CA
790
Continuum Advisory
Idaho
$815K
SWM
791
Spire Wealth Management
Virginia
$806K
IPA
792
Investment Planning Advisors
Georgia
$806K
BA
793
Bridgewater Advisors
New York
$805K
AWM
794
Accurate Wealth Management
Florida
$804K
CWA
795
Crux Wealth Advisors
California
$802K
CFP
796
Cypress Financial Planning
New Jersey
$802K
FBB
797
Fulton Breakefield Broenniman
Maryland
$799K
WP
798
WealthPLAN Partners
Nebraska
$799K
ATI
799
ARK & TLK Investments
Oklahoma
$798K
SPIA
800
Steward Partners Investment Advisory
New York
$796K