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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
MPCL
826
My Personal CFO LLC
Washington
$745K
RFP
827
Root Financial Partners
California
$741K
WJWM
828
Williams Jones Wealth Management
New York
$736K
CPP
829
Capasso Planning Partners
South Carolina
$735K
ICP
830
Impact Capital Partners
Colorado
$735K
SMC
831
Smith, Moore & Co
Missouri
$733K
M&T Bank
832
M&T Bank
New York
$732K
HWA
833
HCR Wealth Advisors
California
$721K
FMWA
834
Forvis Mazars Wealth Advisors
Missouri
$716K
BIAS
835
Beacon Investment Advisory Services
New Jersey
$711K
AAS
836
Ameritas Advisory Services
Nebraska
$709K
OC
837
Oarsman Capital
Wisconsin
$708K
AAG
838
Armstrong Advisory Group
Massachusetts
$704K
BHWM
839
Beaird Harris Wealth Management
Texas
$703K
MOS
840
MGO One Seven
Ohio
$703K
JIC
841
Joel Isaacson & Co
New York
$703K
NEPWA
842
New England Private Wealth Advisors
Massachusetts
$696K
MAV
843
Mason & Associates (Virginia)
Virginia
$696K
GA
844
Goldstein Advisors
Wisconsin
$687K
HIM
845
Harbour Investment Management
Washington
$686K
AG
846
Ascent Group
Virginia
$685K
FA
847
Fiduciary Alliance
South Carolina
$683K
HIC
848
Hartline Investment Corp
Illinois
$681K
EFA
849
Evernest Financial Advisors
Indiana
$680K
RIM
850
Rockbridge Investment Management
New York
$674K