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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
BW
1051
BIP Wealth
Georgia
$340K
BC
1052
Bowman & Company
Wisconsin
$339K
IAS
1053
Insigneo Advisory Services
Florida
$338K
FWS
1054
FinDec Wealth Services
California
$337K
PCM
1055
Palouse Capital Management
Washington
$337K
RIL
1056
Rothschild Investment LLC
Illinois
$336K
OAM
1057
Oppenheimer Asset Management
New York
$336K
SFG
1058
Stonebridge Financial Group
Pennsylvania
$336K
AIA
1059
AssuredPartners Investment Advisors
Florida
$335K
PCA
1060
Prosperity Capital Advisors
Ohio
$334K
CT
1061
Clearstead Trust
Maine
$334K
ACI
1062
Alpha Cubed Investments
California
$334K
BSI
1063
Bennett Selby Investments
Maine
$332K
SCA
1064
Snowden Capital Advisors
New York
$331K
PWM
1065
PTM Wealth Management
United States
$331K
RI
1066
Rinkey Investments
California
$329K
EIG
1067
Ellenbecker Investment Group
Wisconsin
$328K
CPC
1068
Consolidated Planning Corp
Georgia
$326K
OCG
1069
Opus Capital Group
Ohio
$326K
CSP
1070
Cary Street Partners
Virginia
$326K
BCA
1071
Bay Colony Advisors
Massachusetts
$326K
TIA
1072
Tiemann Investment Advisors
California
$326K
MBFW
1073
Morton Brown Family Wealth
Pennsylvania
$325K
DIS
1074
Diversified Investment Strategies
Louisiana
$324K
AA
1075
Advisory Alpha
Michigan
$323K