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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
CA
776
Claro Advisors
Massachusetts
$888K
OCM
777
One Capital Management
California
$888K
CFP
778
Cascade Financial Partners
California
$886K
First Trust Advisors
779
First Trust Advisors
Illinois
$879K
WPW
780
Watershed Private Wealth
Illinois
$874K
FFO
781
Fiduciary Family Office
Florida
$874K
AWA
782
Arkadios Wealth Advisors
Georgia
$873K
KJWM
783
Kiley Juergens Wealth Management
Washington
$861K
MSS
784
Mitchell Sinkler & Starr
Pennsylvania
$860K
ACM
785
Anfield Capital Management
California
$859K
KA
786
Klingman & Associates
New York
$858K
FFB
787
First Financial Bankshares
Texas
$857K
CWA
788
CM Wealth Advisors
Ohio
$857K
PK
789
Pflug Koory
Nebraska
$857K
KPWS
790
Kestra Private Wealth Services
Texas
$855K
VCM
791
Virtue Capital Management
Tennessee
$849K
RIA
792
Regal Investment Advisors
Michigan
$849K
SFS
793
Security Financial Services
Indiana
$848K
PMFA
794
Plante Moran Financial Advisors
Michigan
$846K
CFP
795
Catalyst Financial Partners
Massachusetts
$836K
BWP
796
Bernardo Wealth Planning
Pennsylvania
$836K
FPAS
797
Focus Partners Advisor Solutions
Missouri
$835K
DIA
798
Dana Investment Advisors
Wisconsin
$831K
LF
799
LifePlan Financial
Minnesota
$830K
CFG
800
Citizens Financial Group
Rhode Island
$824K