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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
BSI
1051
Bennett Selby Investments
Maine
$332K
SCA
1052
Snowden Capital Advisors
New York
$331K
PWM
1053
PTM Wealth Management
United States
$331K
RI
1054
Rinkey Investments
California
$329K
EIG
1055
Ellenbecker Investment Group
Wisconsin
$328K
CPC
1056
Consolidated Planning Corp
Georgia
$326K
OCG
1057
Opus Capital Group
Ohio
$326K
CSP
1058
Cary Street Partners
Virginia
$326K
BCA
1059
Bay Colony Advisors
Massachusetts
$326K
TIA
1060
Tiemann Investment Advisors
California
$326K
MBFW
1061
Morton Brown Family Wealth
Pennsylvania
$325K
DIS
1062
Diversified Investment Strategies
Louisiana
$324K
AA
1063
Advisory Alpha
Michigan
$323K
VV
1064
Verity & Verity
South Carolina
$321K
M
1065
MOTCO
Texas
$319K
SAM
1066
Secure Asset Management
Michigan
$319K
BWP
1067
Burling Wealth Partners
Illinois
$318K
FFG
1068
Fortem Financial Group
California
$317K
AWM
1069
Austin Wealth Management
Texas
$317K
BM
1070
Berman McAleer
Maryland
$316K
EB
1071
Eastern Bank
Massachusetts
$315K
JF
1072
JSF Financial
California
$312K
SWM
1073
Shakespeare Wealth Management
Wisconsin
$312K
GM
1074
GeoWealth Management
Illinois
$311K
SIA
1075
Soltis Investment Advisors
Utah
$310K