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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
AWM
801
Accurate Wealth Management
Florida
$804K
CWA
802
Crux Wealth Advisors
California
$802K
CFP
803
Cypress Financial Planning
New Jersey
$802K
FBB
804
Fulton Breakefield Broenniman
Maryland
$799K
WP
805
WealthPLAN Partners
Nebraska
$799K
ATI
806
ARK & TLK Investments
Oklahoma
$798K
SPIA
807
Steward Partners Investment Advisory
New York
$796K
BFC
808
Bedel Financial Consulting
Indiana
$792K
TA
809
TrueWealth Advisors
Alabama
$784K
GT
810
Greenleaf Trust
Michigan
$783K
TWM
811
Tanglewood Wealth Management
Texas
$770K
SPP
812
Single Point Partners
Massachusetts
$766K
LRPA
813
L. Roy Papp & Associates
Arizona
$757K
TC
814
TFR Capital
Texas
$753K
WFA
815
WestHill Financial Advisors
California
$750K
RIS
816
Retirement Income Solutions
Michigan
$750K
GI
817
GS Investments
Minnesota
$749K
FWMP
818
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$745K
MPCL
819
My Personal CFO LLC
Washington
$745K
RFP
820
Root Financial Partners
California
$741K
WJWM
821
Williams Jones Wealth Management
New York
$736K
CPP
822
Capasso Planning Partners
South Carolina
$735K
ICP
823
Impact Capital Partners
Colorado
$735K
SMC
824
Smith, Moore & Co
Missouri
$733K
M&T Bank
825
M&T Bank
New York
$732K