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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
KWA
851
Kingswood Wealth Advisors
California
$669K
SC
852
Slow Capital
California
$668K
BWM
853
BlackDiamond Wealth Management
New York
$668K
AWA
854
Aaron Wealth Advisors
Illinois
$668K
PAW
855
Plan A Wealth
Nebraska
$667K
BWP
856
Balboa Wealth Partners
Arizona
$667K
PPW
857
Pasadena Private Wealth
California
$666K
RCAG
858
Rehmann Capital Advisory Group
Michigan
$660K
VPP
859
Vertex Planning Partners
Illinois
$660K
GC
860
Gibson Capital
Pennsylvania
$660K
GIA
861
GHP Investment Advisors
Colorado
$654K
DA
862
Drake & Associates
Wisconsin
$645K
MCCP
863
Mission Creek Capital Partners
California
$642K
WN
864
Williams & Novak
California
$639K
First Manhattan
865
First Manhattan
New York
$638K
CW
866
CreativeOne Wealth
Kansas
$635K
LWMNY
867
Landmark Wealth Management (New York)
New York
$629K
RFA
868
Resurgent Financial Advisors
Georgia
$627K
CGL
869
Clarius Group LLC
Washington
$625K
BTI
870
Blue Trust Inc
Georgia
$623K
MIM
871
Moseley Investment Management
Florida
$620K
TF
872
Trek Financial
Arizona
$619K
PI
873
PFG Investments
New York
$604K
CWM
874
Connecticut Wealth Management
Connecticut
$601K
IIC
875
Ironwood Investment Counsel
Arizona
$595K