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Schwab US Large- Cap ETF

1,428 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, 488 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: 47.62%47.04% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 567

Holders
1,428
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
MWA
901
Martel Wealth Advisors
Washington
$529K
NL
902
NWAM LLC
Washington
$524K
RLWM
903
RF&L Wealth Management
Massachusetts
$524K
CGFA
904
Colton Groome Financial Advisors
North Carolina
$523K
LWANC
905
Laurel Wealth Advisors (North Carolina)
North Carolina
$523K
DADC
906
D.A. Davidson & Co
Montana
$523K
RA
907
RFG Advisory
Alabama
$520K
GB
908
Goepper Burkhardt
South Carolina
$518K
SWA
909
Stratos Wealth Advisors
Ohio
$516K
WCM
910
Weik Capital Management
Pennsylvania
$515K
CFG
911
Clayton Financial Group
Missouri
$513K
JLBC
912
J.L. Bainbridge & Co
Florida
$511K
GKWIM
913
Gerber Kawasaki Wealth & Investment Management
California
$510K
CCP
914
Carmel Capital Partners
California
$510K
WPW
915
Waldron Private Wealth
Pennsylvania
$509K
UCI
916
Uncommon Cents Investing
Wisconsin
$507K
TWP
917
Triad Wealth Partners
Kansas
$505K
Wealthfront Advisers
918
Wealthfront Advisers
California
$502K
NB
919
NBT Bank
New York
$499K
Members Trust
920
Members Trust
Florida
$495K
CCA
921
Cadent Capital Advisors
Oklahoma
$494K
AFA
922
Arlington Financial Advisors
California
$492K
MIC
923
Means Investment Company
Maine
$490K
RRA
924
Round Rock Advisors
Connecticut
$489K
GBWM
925
Granite Bay Wealth Management
New Hampshire
$488K