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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
VV
1076
Verity & Verity
South Carolina
$321K
M
1077
MOTCO
Texas
$319K
SAM
1078
Secure Asset Management
Michigan
$319K
BWP
1079
Burling Wealth Partners
Illinois
$318K
FFG
1080
Fortem Financial Group
California
$317K
AWM
1081
Austin Wealth Management
Texas
$317K
BM
1082
Berman McAleer
Maryland
$316K
EB
1083
Eastern Bank
Massachusetts
$315K
JF
1084
JSF Financial
California
$312K
SWM
1085
Shakespeare Wealth Management
Wisconsin
$312K
GM
1086
GeoWealth Management
Illinois
$311K
SIA
1087
Soltis Investment Advisors
Utah
$310K
IF
1088
Intrua Financial
Texas
$308K
MWC
1089
MKD Wealth Coaches
Michigan
$308K
NEWAS
1090
N.E.W. Advisory Services
Wisconsin
$307K
TWM
1091
Tradition Wealth Management
Minnesota
$307K
JFG
1092
JDM Financial Group
Texas
$307K
FWP
1093
Falcon Wealth Planning
California
$307K
SWP
1094
Strategic Wealth Partners
Ohio
$306K
WF
1095
Warner Financial
Maryland
$305K
WB
1096
Webster Bank
Connecticut
$303K
ST
1097
Smithfield Trust
Pennsylvania
$303K
CWA
1098
Clarity Wealth Advisors
California
$302K
HFA
1099
Hippocratic Financial Advisors
California
$302K
BEI
1100
Benjamin Edwards Inc
Missouri
$298K