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Schwab US Large- Cap ETF

1,403 hedge funds and large institutions have $28.5B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 481 increasing their positions, 555 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:

0.68% less ownership

Funds ownership: 47.6%46.92% (-0.68%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

13% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 555

Holders
1,403
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
PFA
926
Pathway Financial Advisors
Vermont
$470K
FFM
927
Forum Financial Management
Illinois
$469K
BAM
928
Bellevue Asset Management
Washington
$469K
GWA
929
Geometric Wealth Advisors
District of Columbia
$467K
AIA
930
Armor Investment Advisors
North Carolina
$466K
CAMG
931
CWA Asset Management Group
Florida
$461K
PAM
932
Peak Asset Management
Colorado
$460K
CF
933
Centaurus Financial
California
$460K
AIM
934
AHL Investment Management
Florida
$459K
RCA
935
Riverview Capital Advisers
Massachusetts
$459K
EAM
936
Empirical Asset Management
Massachusetts
$458K
GFG
937
Grantvest Financial Group
New Jersey
$455K
STFP
938
Signal Tree Financial Partners
Ohio
$454K
PP
939
Patten & Patten
Tennessee
$454K
FPW
940
Flagship Private Wealth
Massachusetts
$448K
NA
941
Nautilus Advisors
California
$446K
YAL
942
Your Advocates Ltd
Texas
$446K
HI
943
Hudock Inc
Pennsylvania
$446K
CFA
944
Capstone Financial Advisors
Illinois
$445K
HNB
945
Huntington National Bank
Ohio
$445K
TFA
946
Tobias Financial Advisors
Florida
$445K
GWM
947
GK Wealth Management
Nevada
$444K
LI
948
Lafayette Investments
Maryland
$444K
HFA
949
Hershey Financial Advisers
Pennsylvania
$443K
BIM
950
Barton Investment Management
Pennsylvania
$443K