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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
MOS
826
MGO One Seven
Ohio
$703K
JIC
827
Joel Isaacson & Co
New York
$703K
NEPWA
828
New England Private Wealth Advisors
Massachusetts
$696K
MAV
829
Mason & Associates (Virginia)
Virginia
$696K
GA
830
Goldstein Advisors
Wisconsin
$687K
AG
831
Ascent Group
Virginia
$685K
FA
832
Fiduciary Alliance
South Carolina
$683K
HIC
833
Hartline Investment Corp
Illinois
$681K
EFA
834
Evernest Financial Advisors
Indiana
$680K
RIM
835
Rockbridge Investment Management
New York
$674K
KWA
836
Kingswood Wealth Advisors
California
$669K
SC
837
Slow Capital
California
$668K
BWM
838
BlackDiamond Wealth Management
New York
$668K
AWA
839
Aaron Wealth Advisors
Illinois
$668K
PAW
840
Plan A Wealth
Nebraska
$667K
BWP
841
Balboa Wealth Partners
Arizona
$667K
PPW
842
Pasadena Private Wealth
California
$666K
RCAG
843
Rehmann Capital Advisory Group
Michigan
$660K
VPP
844
Vertex Planning Partners
Illinois
$660K
GC
845
Gibson Capital
Pennsylvania
$660K
GIA
846
GHP Investment Advisors
Colorado
$654K
DA
847
Drake & Associates
Wisconsin
$645K
MCCP
848
Mission Creek Capital Partners
California
$642K
WN
849
Williams & Novak
California
$639K
First Manhattan
850
First Manhattan
New York
$638K