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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
SS
1001
Sound Stewardship
Kansas
$380K
FW
1002
Fairway Wealth
Ohio
$379K
CFG
1003
Certior Financial Group
Pennsylvania
$375K
LWM
1004
Lighthouse Wealth Management
Ohio
$374K
MMA
1005
Miracle Mile Advisors
California
$372K
FA
1006
Fiducient Advisors
Illinois
$372K
GA
1007
GoalVest Advisory
New York
$371K
LF
1008
LifeSteps Financial
California
$371K
CWM
1009
Cadence Wealth Management
Massachusetts
$368K
CG
1010
CFO4Life Group
Texas
$368K
PSA
1011
Plum Street Advisors
Louisiana
$368K
CIM
1012
Contravisory Investment Management
Massachusetts
$367K
WW
1013
Westshore Wealth
California
$366K
TAM
1014
Titleist Asset Management
Texas
$366K
FA
1015
FC Advisory
Pennsylvania
$366K
WA
1016
Waddell & Associates
Tennessee
$365K
LGWM
1017
Litman Gregory Wealth Management
California
$365K
PIA
1018
Panoramic Investment Advisors
Colorado
$365K
PAM
1019
Pegasus Asset Management
New York
$365K
CAG
1020
Curtis Advisory Group
California
$365K
AWAG
1021
ARS Wealth Advisors Group
Florida
$364K
SIA
1022
SeaBridge Investment Advisors
New Jersey
$363K
MA
1023
Modus Advisors
Minnesota
$362K
MCC
1024
Money Concepts Capital
Florida
$360K
BIG
1025
Builder Investment Group
Georgia
$358K