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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
RCAG
851
Rehmann Capital Advisory Group
Michigan
$660K
VPP
852
Vertex Planning Partners
Illinois
$660K
GC
853
Gibson Capital
Pennsylvania
$660K
GIA
854
GHP Investment Advisors
Colorado
$654K
DA
855
Drake & Associates
Wisconsin
$645K
MCCP
856
Mission Creek Capital Partners
California
$642K
WN
857
Williams & Novak
California
$639K
First Manhattan
858
First Manhattan
New York
$638K
CW
859
CreativeOne Wealth
Kansas
$635K
LWMNY
860
Landmark Wealth Management (New York)
New York
$629K
RFA
861
Resurgent Financial Advisors
Georgia
$627K
CGL
862
Clarius Group LLC
Washington
$625K
BTI
863
Blue Trust Inc
Georgia
$623K
MIM
864
Moseley Investment Management
Florida
$620K
TF
865
Trek Financial
Arizona
$619K
PI
866
PFG Investments
New York
$604K
CWM
867
Connecticut Wealth Management
Connecticut
$601K
IIC
868
Ironwood Investment Counsel
Arizona
$595K
Citadel Advisors
869
Citadel Advisors
Florida
$594K
FMN
870
Financial Management Network
California
$593K
BWM
871
Boyd Wealth Management
California
$589K
HFS
872
Heritage Financial Services
Massachusetts
$587K
AIM
873
Acropolis Investment Management
Missouri
$586K
PTB
874
Pioneer Trust Bank
Oregon
$585K
GFA
875
Gallagher Fiduciary Advisors
Illinois
$579K