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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
CIAS
1001
Capital Investment Advisory Services
North Carolina
$394K
DFA
1002
DHJJ Financial Advisors
Illinois
$392K
GF
1003
Gries Financial
Ohio
$390K
ML
1004
Mayport LLC
Massachusetts
$389K
TWA
1005
TCI Wealth Advisors
Arizona
$388K
ACM
1006
Advisors Capital Management
New Jersey
$388K
PW
1007
Paladin Wealth
Minnesota
$383K
MSR
1008
Main Street Research
Connecticut
$383K
FD
1009
Financial Designs
California
$382K
NFA
1010
Northern Financial Advisors
Michigan
$380K
SS
1011
Sound Stewardship
Kansas
$380K
FW
1012
Fairway Wealth
Ohio
$379K
CFG
1013
Certior Financial Group
Pennsylvania
$375K
LWM
1014
Lighthouse Wealth Management
Ohio
$374K
MMA
1015
Miracle Mile Advisors
California
$372K
FA
1016
Fiducient Advisors
Illinois
$372K
GA
1017
GoalVest Advisory
New York
$371K
LF
1018
LifeSteps Financial
California
$371K
CWM
1019
Cadence Wealth Management
Massachusetts
$368K
CG
1020
CFO4Life Group
Texas
$368K
PSA
1021
Plum Street Advisors
Louisiana
$368K
CIM
1022
Contravisory Investment Management
Massachusetts
$367K
WW
1023
Westshore Wealth
California
$366K
TAM
1024
Titleist Asset Management
Texas
$366K
FA
1025
FC Advisory
Pennsylvania
$366K