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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
FFA
876
Fragasso Financial Advisors
Pennsylvania
$573K
AP
877
Aspect Partners
Virginia
$569K
VBFP
878
Valtinson Bruner Financial Planning
Minnesota
$568K
C
879
Certuity
Florida
$563K
CCMG
880
Clark Capital Management Group
Pennsylvania
$562K
FG
881
Fairman Group
Pennsylvania
$559K
LC
882
LCNB Corp
Ohio
$556K
BC
883
Brio Consultants
California
$554K
DF
884
DecisionPoint Financial
Arizona
$552K
MP
885
McDonald Partners
Ohio
$552K
NFTC
886
North Forty Two & Co
Oregon
$551K
GWM
887
GSB Wealth Management
Connecticut
$549K
FCB
888
First County Bank
Connecticut
$548K
MCM
889
Morton Capital Management
California
$548K
RWM
890
Rockwood Wealth Management
Pennsylvania
$548K
CPW
891
Crestmont Private Wealth
Texas
$546K
KWM
892
KW Wealth Management
California
$545K
MWA
893
Motive Wealth Advisors
Michigan
$545K
Fifth Third Bancorp
894
Fifth Third Bancorp
Ohio
$534K
G
895
Gainplan
Michigan
$532K
EFL
896
ERn Financial LLC
Wisconsin
$529K
MWA
897
Martel Wealth Advisors
Washington
$529K
RLWM
898
RF&L Wealth Management
Massachusetts
$524K
CGFA
899
Colton Groome Financial Advisors
North Carolina
$523K
LWANC
900
Laurel Wealth Advisors (North Carolina)
North Carolina
$523K