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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
MSWM
76
McGlone Suttner Wealth Management
Wisconsin
$55M
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$53.1M
PFA
78
Pure Financial Advisors
California
$51.6M
Raymond James Financial
79
Raymond James Financial
Florida
$51.3M
UCFA
80
United Capital Financial Advisors
Texas
$51M
NFG
81
Northeast Financial Group
Pennsylvania
$50.7M
RDWM
82
Red Door Wealth Management
Tennessee
$50.5M
VNA
83
Valley National Advisers
Pennsylvania
$49.7M
RCM
84
Richardson Capital Management
Wisconsin
$49.7M
AP
85
Appleton Partners
Massachusetts
$49.1M
MWM
86
Modern Wealth Management
Kansas
$47.8M
IAS
87
IMA Advisory Services
Colorado
$47.6M
CMP
88
Courage Miller Partners
Virginia
$47.5M
BFG
89
Bleakley Financial Group
New Jersey
$47.3M
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$46.6M
VWA
91
Visionary Wealth Advisors
Illinois
$44.7M
CPIG
92
Chicago Partners Investment Group
Illinois
$44.3M
WIA
93
World Investment Advisors
California
$43.4M
KCPG
94
Kavar Capital Partners Group
Kansas
$43M
EFG
95
Embree Financial Group
Illinois
$42.1M
NDSI
96
Newman Dignan & Sheerar Inc
Rhode Island
$40.7M
MWM
97
Modera Wealth Management
New Jersey
$40.2M
WSFS
98
Wilmington Savings Fund Society
Delaware
$39.8M
BWA
99
Burt Wealth Advisors
Maryland
$39M
CL
100
Choreo LLC
Illinois
$38.8M