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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
DADC
901
D.A. Davidson & Co
Montana
$523K
NL
902
NWAM LLC
Washington
$520K
RA
903
RFG Advisory
Alabama
$520K
GB
904
Goepper Burkhardt
South Carolina
$518K
SWA
905
Stratos Wealth Advisors
Ohio
$516K
WCM
906
Weik Capital Management
Pennsylvania
$515K
CFG
907
Clayton Financial Group
Missouri
$513K
JLBC
908
J.L. Bainbridge & Co
Florida
$511K
GKWIM
909
Gerber Kawasaki Wealth & Investment Management
California
$510K
CCP
910
Carmel Capital Partners
California
$510K
WPW
911
Waldron Private Wealth
Pennsylvania
$509K
UCI
912
Uncommon Cents Investing
Wisconsin
$507K
TWP
913
Triad Wealth Partners
Kansas
$505K
Wealthfront Advisers
914
Wealthfront Advisers
California
$502K
NB
915
NBT Bank
New York
$499K
Members Trust
916
Members Trust
Florida
$495K
CCA
917
Cadent Capital Advisors
Oklahoma
$494K
AFA
918
Arlington Financial Advisors
California
$492K
MIC
919
Means Investment Company
Maine
$490K
RRA
920
Round Rock Advisors
Connecticut
$489K
GBWM
921
Granite Bay Wealth Management
New Hampshire
$488K
RGF
922
Retirement Guys Formula
Ohio
$487K
JSA
923
Jim Saulnier & Associates
Colorado
$487K
BW
924
Basepoint Wealth
Iowa
$486K
GAM
925
GEM Asset Management
Michigan
$482K