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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
CA
801
Continuum Advisory
Idaho
$815K
SWM
802
Spire Wealth Management
Virginia
$806K
IPA
803
Investment Planning Advisors
Georgia
$806K
BA
804
Bridgewater Advisors
New York
$805K
AWM
805
Accurate Wealth Management
Florida
$804K
CWA
806
Crux Wealth Advisors
California
$802K
CFP
807
Cypress Financial Planning
New Jersey
$802K
FBB
808
Fulton Breakefield Broenniman
Maryland
$799K
WP
809
WealthPLAN Partners
Nebraska
$799K
ATI
810
ARK & TLK Investments
Oklahoma
$798K
SPIA
811
Steward Partners Investment Advisory
New York
$796K
BFC
812
Bedel Financial Consulting
Indiana
$792K
TA
813
TrueWealth Advisors
Alabama
$784K
GT
814
Greenleaf Trust
Michigan
$783K
TWM
815
Tanglewood Wealth Management
Texas
$770K
SPP
816
Single Point Partners
Massachusetts
$766K
LRPA
817
L. Roy Papp & Associates
Arizona
$757K
TC
818
TFR Capital
Texas
$753K
WFA
819
WestHill Financial Advisors
California
$750K
RIS
820
Retirement Income Solutions
Michigan
$750K
GI
821
GS Investments
Minnesota
$749K
FWMP
822
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$745K
MPCL
823
My Personal CFO LLC
Washington
$745K
RFP
824
Root Financial Partners
California
$741K
WJWM
825
Williams Jones Wealth Management
New York
$736K