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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
SAA
1001
Southeast Asset Advisors
Georgia
$397K
SIM
1002
Stratos Investment Management
Ohio
$395K
FLA
1003
Financial Life Advisors
Texas
$395K
BTWM
1004
Brass Tax Wealth Management
Ohio
$394K
CIAS
1005
Capital Investment Advisory Services
North Carolina
$394K
DFA
1006
DHJJ Financial Advisors
Illinois
$392K
GF
1007
Gries Financial
Ohio
$390K
ML
1008
Mayport LLC
Massachusetts
$389K
TWA
1009
TCI Wealth Advisors
Arizona
$388K
ACM
1010
Advisors Capital Management
New Jersey
$388K
PW
1011
Paladin Wealth
Minnesota
$383K
MSR
1012
Main Street Research
Connecticut
$383K
FD
1013
Financial Designs
California
$382K
NFA
1014
Northern Financial Advisors
Michigan
$380K
SS
1015
Sound Stewardship
Kansas
$380K
FW
1016
Fairway Wealth
Ohio
$379K
CFG
1017
Certior Financial Group
Pennsylvania
$375K
LWM
1018
Lighthouse Wealth Management
Ohio
$374K
MMA
1019
Miracle Mile Advisors
California
$372K
FA
1020
Fiducient Advisors
Illinois
$372K
GA
1021
GoalVest Advisory
New York
$371K
LF
1022
LifeSteps Financial
California
$371K
CWM
1023
Cadence Wealth Management
Massachusetts
$368K
CG
1024
CFO4Life Group
Texas
$368K
PSA
1025
Plum Street Advisors
Louisiana
$368K