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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
VA
926
Vident Advisory
Georgia
$481K
MWM
927
MBE Wealth Management
Wisconsin
$480K
DC
928
Davenport & Co
Virginia
$479K
PB
929
Pinnacle Bancorp
Nebraska
$478K
BRIA
930
Balanced Rock Investment Advisors
Massachusetts
$478K
DP
931
DDD Partners
Washington
$470K
TA
932
TPG Advisors
Illinois
$470K
ESB
933
Essex Savings Bank
Connecticut
$470K
PFA
934
Pathway Financial Advisors
Vermont
$470K
FFM
935
Forum Financial Management
Illinois
$469K
BAM
936
Bellevue Asset Management
Washington
$469K
GWA
937
Geometric Wealth Advisors
District of Columbia
$467K
AIA
938
Armor Investment Advisors
North Carolina
$466K
CAMG
939
CWA Asset Management Group
Florida
$461K
PAM
940
Peak Asset Management
Colorado
$460K
CF
941
Centaurus Financial
California
$460K
AIM
942
AHL Investment Management
Florida
$459K
RCA
943
Riverview Capital Advisers
Massachusetts
$459K
EAM
944
Empirical Asset Management
Massachusetts
$458K
GFG
945
Grantvest Financial Group
New Jersey
$455K
STFP
946
Signal Tree Financial Partners
Ohio
$454K
PP
947
Patten & Patten
Tennessee
$454K
FPW
948
Flagship Private Wealth
Massachusetts
$448K
MCM
949
Mainstay Capital Management
Michigan
$448K
NA
950
Nautilus Advisors
California
$446K