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Schwab US Large- Cap ETF

1,428 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, 488 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: 47.62%47.04% (-0.58%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 567

Holders
1,428
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
ACP
1051
Aviance Capital Partners
Florida
$343K
CAM
1052
Costello Asset Management
Pennsylvania
$343K
BWM
1053
Brown Wealth Management
Illinois
$343K
CF
1054
Clarity Financial
Texas
$341K
BW
1055
BIP Wealth
Georgia
$340K
BC
1056
Bowman & Company
Wisconsin
$339K
IAS
1057
Insigneo Advisory Services
Florida
$338K
FWS
1058
FinDec Wealth Services
California
$337K
PCM
1059
Palouse Capital Management
Washington
$337K
RIL
1060
Rothschild Investment LLC
Illinois
$336K
OAM
1061
Oppenheimer Asset Management
New York
$336K
SFGP
1062
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$336K
PVI
1063
Pine Valley Investments
New Jersey
$335K
AIA
1064
AssuredPartners Investment Advisors
Florida
$335K
PCA
1065
Prosperity Capital Advisors
Ohio
$334K
CT
1066
Clearstead Trust
Maine
$334K
ACI
1067
Alpha Cubed Investments
California
$334K
BSI
1068
Bennett Selby Investments
Maine
$332K
SCA
1069
Snowden Capital Advisors
New York
$331K
PWM
1070
PTM Wealth Management
United States
$331K
RI
1071
Rinkey Investments
California
$329K
EIG
1072
Ellenbecker Investment Group
Wisconsin
$328K
CPC
1073
Consolidated Planning Corp
Georgia
$326K
OCG
1074
Opus Capital Group
Ohio
$326K
CSP
1075
Cary Street Partners
Virginia
$326K