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Schwab US Large- Cap ETF

1,428 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, 488 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: 47.62%47.04% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 567

Holders
1,428
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
First Trust Advisors
776
First Trust Advisors
Illinois
$879K
WPW
777
Watershed Private Wealth
Illinois
$874K
FFO
778
Fiduciary Family Office
Florida
$874K
AWA
779
Arkadios Wealth Advisors
Georgia
$873K
KJWM
780
Kiley Juergens Wealth Management
Washington
$861K
MSS
781
Mitchell Sinkler & Starr
Pennsylvania
$860K
ACM
782
Anfield Capital Management
California
$859K
KA
783
Klingman & Associates
New York
$858K
FFB
784
First Financial Bankshares
Texas
$857K
CWA
785
CM Wealth Advisors
Ohio
$857K
PK
786
Pflug Koory
Nebraska
$857K
KPWS
787
Kestra Private Wealth Services
Texas
$855K
VCM
788
Virtue Capital Management
Tennessee
$849K
RIA
789
Regal Investment Advisors
Michigan
$849K
SFS
790
Security Financial Services
Indiana
$848K
PMFA
791
Plante Moran Financial Advisors
Michigan
$846K
CFP
792
Catalyst Financial Partners
Massachusetts
$836K
BWP
793
Bernardo Wealth Planning
Pennsylvania
$836K
FPAS
794
Focus Partners Advisor Solutions
Missouri
$835K
DIA
795
Dana Investment Advisors
Wisconsin
$831K
LF
796
LifePlan Financial
Minnesota
$830K
CFG
797
Citizens Financial Group
Rhode Island
$824K
DI
798
Disciplined Investors
Texas
$822K
PFBT
799
Parkside Financial Bank & Trust
Missouri
$817K
CWM
800
Chesapeake Wealth Management
Virginia
$816K