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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
IF
1076
Intrua Financial
Texas
$308K
MWC
1077
MKD Wealth Coaches
Michigan
$308K
NEWAS
1078
N.E.W. Advisory Services
Wisconsin
$307K
TWM
1079
Tradition Wealth Management
Minnesota
$307K
JFG
1080
JDM Financial Group
Texas
$307K
FWP
1081
Falcon Wealth Planning
California
$307K
SWP
1082
Strategic Wealth Partners
Ohio
$306K
WF
1083
Warner Financial
Maryland
$305K
WB
1084
Webster Bank
Connecticut
$303K
ST
1085
Smithfield Trust
Pennsylvania
$303K
CWA
1086
Clarity Wealth Advisors
California
$302K
HFA
1087
Hippocratic Financial Advisors
California
$302K
BEI
1088
Benjamin Edwards Inc
Missouri
$298K
SIAS
1089
Summit Investment Advisory Services
Minnesota
$297K
SC
1090
Syon Capital
California
$295K
CFP
1091
Curran Financial Partners
South Carolina
$294K
GWM
1092
Geneos Wealth Management
Colorado
$293K
CICC
1093
Capital Investment Counsel (Colorado)
Colorado
$293K
NCM
1094
Narwhal Capital Management
Georgia
$292K
PWA
1095
Physician Wealth Advisors
Utah
$288K
IFA
1096
Index Fund Advisors
California
$288K
DBIA
1097
Dumont & Blake Investment Advisors
New Jersey
$287K
PW
1098
Pandora Wealth
Illinois
$286K
TCM
1099
Traynor Capital Management
Pennsylvania
$286K
BWL
1100
Bogart Wealth LLC
Virginia
$286K