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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
EIG
1076
Ellenbecker Investment Group
Wisconsin
$328K
CPC
1077
Consolidated Planning Corp
Georgia
$326K
OCG
1078
Opus Capital Group
Ohio
$326K
CSP
1079
Cary Street Partners
Virginia
$326K
BCA
1080
Bay Colony Advisors
Massachusetts
$326K
TIA
1081
Tiemann Investment Advisors
California
$326K
MBFW
1082
Morton Brown Family Wealth
Pennsylvania
$325K
DIS
1083
Diversified Investment Strategies
Louisiana
$324K
AA
1084
Advisory Alpha
Michigan
$323K
VV
1085
Verity & Verity
South Carolina
$321K
M
1086
MOTCO
Texas
$319K
SAM
1087
Secure Asset Management
Michigan
$319K
BWP
1088
Burling Wealth Partners
Illinois
$318K
FFG
1089
Fortem Financial Group
California
$317K
AWM
1090
Austin Wealth Management
Texas
$317K
BM
1091
Berman McAleer
Maryland
$316K
EB
1092
Eastern Bank
Massachusetts
$315K
JF
1093
JSF Financial
California
$312K
SWM
1094
Shakespeare Wealth Management
Wisconsin
$312K
GM
1095
GeoWealth Management
Illinois
$311K
SIA
1096
Soltis Investment Advisors
Utah
$310K
IF
1097
Intrua Financial
Texas
$308K
MWC
1098
MKD Wealth Coaches
Michigan
$308K
NEWAS
1099
N.E.W. Advisory Services
Wisconsin
$307K
TWM
1100
Tradition Wealth Management
Minnesota
$307K