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Schwab US Large- Cap ETF

1,432 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, 490 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: 47.65%47.07% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 194191 (-3)

14% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 567

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
FMII
1051
Farmers & Merchants Investments Inc
Nebraska
$351K
FC
1052
Fusion Capital
South Carolina
$349K
TPWA
1053
TRUE Private Wealth Advisors
Oregon
$346K
LA
1054
Legacy Advisors
Pennsylvania
$346K
ACP
1055
Aviance Capital Partners
Florida
$343K
CAM
1056
Costello Asset Management
Pennsylvania
$343K
BWM
1057
Brown Wealth Management
Illinois
$343K
CF
1058
Clarity Financial
Texas
$341K
BW
1059
BIP Wealth
Georgia
$340K
BC
1060
Bowman & Company
Wisconsin
$339K
IAS
1061
Insigneo Advisory Services
Florida
$338K
FWS
1062
FinDec Wealth Services
California
$337K
PCM
1063
Palouse Capital Management
Washington
$337K
RIL
1064
Rothschild Investment LLC
Illinois
$336K
OAM
1065
Oppenheimer Asset Management
New York
$336K
SFGP
1066
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$336K
PVI
1067
Pine Valley Investments
New Jersey
$335K
AIA
1068
AssuredPartners Investment Advisors
Florida
$335K
PCA
1069
Prosperity Capital Advisors
Ohio
$334K
CT
1070
Clearstead Trust
Maine
$334K
ACI
1071
Alpha Cubed Investments
California
$334K
BSI
1072
Bennett Selby Investments
Maine
$332K
SCA
1073
Snowden Capital Advisors
New York
$331K
PWM
1074
PTM Wealth Management
United States
$331K
RI
1075
Rinkey Investments
California
$329K