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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
RGF
926
Retirement Guys Formula
Ohio
$487K
JSA
927
Jim Saulnier & Associates
Colorado
$487K
BW
928
Basepoint Wealth
Iowa
$486K
GAM
929
GEM Asset Management
Michigan
$482K
VA
930
Vident Advisory
Georgia
$481K
MWM
931
MBE Wealth Management
Wisconsin
$480K
DC
932
Davenport & Co
Virginia
$479K
PB
933
Pinnacle Bancorp
Nebraska
$478K
BRIA
934
Balanced Rock Investment Advisors
Massachusetts
$478K
DP
935
DDD Partners
Washington
$470K
TA
936
TPG Advisors
Illinois
$470K
ESB
937
Essex Savings Bank
Connecticut
$470K
PFA
938
Pathway Financial Advisors
Vermont
$470K
FFM
939
Forum Financial Management
Illinois
$469K
BAM
940
Bellevue Asset Management
Washington
$469K
GWA
941
Geometric Wealth Advisors
District of Columbia
$467K
AIA
942
Armor Investment Advisors
North Carolina
$466K
CAMG
943
CWA Asset Management Group
Florida
$461K
PAM
944
Peak Asset Management
Colorado
$460K
CF
945
Centaurus Financial
California
$460K
AIM
946
AHL Investment Management
Florida
$459K
RCA
947
Riverview Capital Advisers
Massachusetts
$459K
EAM
948
Empirical Asset Management
Massachusetts
$458K
GFG
949
Grantvest Financial Group
New Jersey
$455K
STFP
950
Signal Tree Financial Partners
Ohio
$454K