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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
HWA
826
HCR Wealth Advisors
California
$721K
FMWA
827
Forvis Mazars Wealth Advisors
Missouri
$716K
BIAS
828
Beacon Investment Advisory Services
New Jersey
$711K
AAS
829
Ameritas Advisory Services
Nebraska
$709K
OC
830
Oarsman Capital
Wisconsin
$708K
AAG
831
Armstrong Advisory Group
Massachusetts
$704K
BHWM
832
Beaird Harris Wealth Management
Texas
$703K
MOS
833
MGO One Seven
Ohio
$703K
JIC
834
Joel Isaacson & Co
New York
$703K
NEPWA
835
New England Private Wealth Advisors
Massachusetts
$696K
MAV
836
Mason & Associates (Virginia)
Virginia
$696K
GA
837
Goldstein Advisors
Wisconsin
$687K
HIM
838
Harbour Investment Management
Washington
$686K
AG
839
Ascent Group
Virginia
$685K
FA
840
Fiduciary Alliance
South Carolina
$683K
HIC
841
Hartline Investment Corp
Illinois
$681K
EFA
842
Evernest Financial Advisors
Indiana
$680K
RIM
843
Rockbridge Investment Management
New York
$674K
KWA
844
Kingswood Wealth Advisors
California
$669K
SC
845
Slow Capital
California
$668K
BWM
846
BlackDiamond Wealth Management
New York
$668K
AWA
847
Aaron Wealth Advisors
Illinois
$668K
PAW
848
Plan A Wealth
Nebraska
$667K
BWP
849
Balboa Wealth Partners
Arizona
$667K
PPW
850
Pasadena Private Wealth
California
$666K