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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
PMG
976
ProVise Management Group
Florida
$425K
SCM
977
Spreng Capital Management
Ohio
$425K
CFS
978
CRA Financial Services
New Jersey
$423K
ABC
979
Associated Banc-Corp
Wisconsin
$421K
CAS
980
Coppell Advisory Solutions
Texas
$419K
XT
981
XTX Topco
Cayman Islands
$419K
SWM
982
Seaside Wealth Management
California
$418K
CTC
983
Central Trust Company
Missouri
$416K
CT
984
Colonial Trust
South Carolina
$415K
PIM
985
Penobscot Investment Management
Massachusetts
$414K
CCAL
986
City Center Advisors LLC
Michigan
$412K
GIA
987
Guyasuta Investment Advisors
Pennsylvania
$411K
AGP
988
Aspire Growth Partners
Florida
$411K
Two Sigma Investments
989
Two Sigma Investments
New York
$409K
TCM
990
Traub Capital Management
Massachusetts
$408K
ACM
991
Argent Capital Management
Missouri
$407K
BWP
992
BSW Wealth Partners
Colorado
$407K
PWA
993
Portus Wealth Advisors
North Carolina
$406K
GWSA
994
Global Wealth Strategies & Associates
Colorado
$406K
SP
995
Sherman Porfolios
Idaho
$405K
ACM
996
Aspen Capital Management
Idaho
$403K
FF
997
Francis Financial
$403K
RBC
998
Romano Brothers & Co
Illinois
$401K
BWFA
999
Baltimore-Washington Financial Advisors
Maryland
$400K
PWA
1000
Peterson Wealth Advisors
Utah
$399K