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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
CAS
976
Coppell Advisory Solutions
Texas
$419K
XT
977
XTX Topco
Cayman Islands
$419K
SWM
978
Seaside Wealth Management
California
$418K
CTC
979
Central Trust Company
Missouri
$416K
CT
980
Colonial Trust
South Carolina
$415K
PIM
981
Penobscot Investment Management
Massachusetts
$414K
CCAL
982
City Center Advisors LLC
Michigan
$412K
GIA
983
Guyasuta Investment Advisors
Pennsylvania
$411K
AGP
984
Aspire Growth Partners
Florida
$411K
Two Sigma Investments
985
Two Sigma Investments
New York
$409K
TCM
986
Traub Capital Management
Massachusetts
$408K
ACM
987
Argent Capital Management
Missouri
$407K
BWP
988
BSW Wealth Partners
Colorado
$407K
PWA
989
Portus Wealth Advisors
North Carolina
$406K
GWSA
990
Global Wealth Strategies & Associates
Colorado
$406K
SP
991
Sherman Porfolios
Idaho
$405K
ACM
992
Aspen Capital Management
Idaho
$403K
FF
993
Francis Financial
$403K
RBC
994
Romano Brothers & Co
Illinois
$401K
BWFA
995
Baltimore-Washington Financial Advisors
Maryland
$400K
PWA
996
Peterson Wealth Advisors
Utah
$399K
SAA
997
Southeast Asset Advisors
Georgia
$397K
SIM
998
Stratos Investment Management
Ohio
$395K
FLA
999
Financial Life Advisors
Texas
$395K
BTWM
1000
Brass Tax Wealth Management
Ohio
$394K