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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
WA
1026
Waddell & Associates
Tennessee
$365K
LGWM
1027
Litman Gregory Wealth Management
California
$365K
PIA
1028
Panoramic Investment Advisors
Colorado
$365K
PAM
1029
Pegasus Asset Management
New York
$365K
CAG
1030
Curtis Advisory Group
California
$365K
AWAG
1031
ARS Wealth Advisors Group
Florida
$364K
SIA
1032
SeaBridge Investment Advisors
New Jersey
$363K
MA
1033
Modus Advisors
Minnesota
$362K
MCC
1034
Money Concepts Capital
Florida
$360K
CCM
1035
Canal Capital Management
Virginia
$360K
BIG
1036
Builder Investment Group
Georgia
$358K
MA
1037
Montag & Associates
Georgia
$358K
MWM
1038
Mindset Wealth Management
Indiana
$354K
PWM
1039
Peterson Wealth Management
Nevada
$352K
RWM
1040
Ritholtz Wealth Management
New York
$351K
PCG
1041
Prosperity Consulting Group
Maryland
$351K
MIM
1042
Macroview Investment Management
Maryland
$351K
FMII
1043
Farmers & Merchants Investments Inc
Nebraska
$351K
FC
1044
Fusion Capital
South Carolina
$349K
TPWA
1045
TRUE Private Wealth Advisors
Oregon
$346K
LA
1046
Legacy Advisors
Pennsylvania
$346K
ACP
1047
Aviance Capital Partners
Florida
$343K
CAM
1048
Costello Asset Management
Pennsylvania
$343K
BWM
1049
Brown Wealth Management
Illinois
$343K
CF
1050
Clarity Financial
Texas
$341K