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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
CW
851
CreativeOne Wealth
Kansas
$635K
LWMNY
852
Landmark Wealth Management (New York)
New York
$629K
RFA
853
Resurgent Financial Advisors
Georgia
$627K
CGL
854
Clarius Group LLC
Washington
$625K
BTI
855
Blue Trust Inc
Georgia
$623K
MIM
856
Moseley Investment Management
Florida
$620K
TF
857
Trek Financial
Arizona
$619K
PI
858
PFG Investments
New York
$604K
CWM
859
Connecticut Wealth Management
Connecticut
$601K
IIC
860
Ironwood Investment Counsel
Arizona
$595K
Citadel Advisors
861
Citadel Advisors
Florida
$594K
FMN
862
Financial Management Network
California
$593K
BWM
863
Boyd Wealth Management
California
$589K
HFS
864
Heritage Financial Services
Massachusetts
$587K
AIM
865
Acropolis Investment Management
Missouri
$586K
PTB
866
Pioneer Trust Bank
Oregon
$585K
GFA
867
Gallagher Fiduciary Advisors
Illinois
$579K
FFA
868
Fragasso Financial Advisors
Pennsylvania
$573K
AP
869
Aspect Partners
Virginia
$569K
VBFP
870
Valtinson Bruner Financial Planning
Minnesota
$568K
C
871
Certuity
Florida
$563K
CCMG
872
Clark Capital Management Group
Pennsylvania
$562K
FG
873
Fairman Group
Pennsylvania
$559K
LC
874
LCNB Corp
Ohio
$556K
BC
875
Brio Consultants
California
$554K