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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
Two Sigma Investments
976
Two Sigma Investments
New York
$409K
TCM
977
Traub Capital Management
Massachusetts
$408K
ACM
978
Argent Capital Management
Missouri
$407K
BWP
979
BSW Wealth Partners
Colorado
$407K
PWA
980
Portus Wealth Advisors
North Carolina
$406K
GWSA
981
Global Wealth Strategies & Associates
Colorado
$406K
ACM
982
Aspen Capital Management
Idaho
$403K
FF
983
Francis Financial
$403K
RBC
984
Romano Brothers & Co
Illinois
$401K
BWFA
985
Baltimore-Washington Financial Advisors
Maryland
$400K
PWA
986
Peterson Wealth Advisors
Utah
$399K
SAA
987
Southeast Asset Advisors
Georgia
$397K
SIM
988
Stratos Investment Management
Ohio
$395K
FLA
989
Financial Life Advisors
Texas
$395K
BTWM
990
Brass Tax Wealth Management
Ohio
$394K
CIAS
991
Capital Investment Advisory Services
North Carolina
$394K
DFA
992
DHJJ Financial Advisors
Illinois
$392K
GF
993
Gries Financial
Ohio
$390K
ML
994
Mayport LLC
Massachusetts
$389K
TWA
995
TCI Wealth Advisors
Arizona
$388K
ACM
996
Advisors Capital Management
New Jersey
$388K
PW
997
Paladin Wealth
Minnesota
$383K
MSR
998
Main Street Research
Connecticut
$383K
FD
999
Financial Designs
California
$382K
NFA
1000
Northern Financial Advisors
Michigan
$380K