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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
ODIJL
1101
One Day In July LLC
Vermont
$286K
IWP
1102
IAG Wealth Partners
Wisconsin
$286K
KIM
1103
Kane Investment Management
California
$286K
Koshinski Asset Management
1104
Koshinski Asset Management
Illinois
$286K
FIC
1105
Family Investment Center
Missouri
$284K
CC
1106
Courier Capital
New York
$284K
QP
1107
Quartz Partners
New York
$283K
QPWM
1108
Quadrant Private Wealth Management
Pennsylvania
$282K
WHCFA
1109
William Howard & Co Financial Advisors
Tennessee
$282K
Boston Partners
1110
Boston Partners
Massachusetts
$281K
SAM
1111
SP Asset Management
California
$279K
AI
1112
Accredited Investors
Minnesota
$278K
SSWG
1113
Seven Springs Wealth Group
Tennessee
$278K
WCM
1114
WealthBridge Capital Management
Ohio
$277K
EFM
1115
Eley Financial Management
Vermont
$276K
SCA
1116
Stonebridge Capital Advisors
Minnesota
$275K
TIM
1117
Total Investment Management
Arizona
$274K
FPW
1118
Fairvoy Private Wealth
Alabama
$273K
GWAM
1119
Guardian Wealth Advisors (Minnesota)
Minnesota
$273K
QWP
1120
Quotient Wealth Partners
Texas
$271K
EPM
1121
Elm Partners Management
Pennsylvania
$270K
PFS
1122
Prospera Financial Services
Texas
$270K
CFO
1123
Collective Family Office
Pennsylvania
$270K
PCH
1124
PGIM Custom Harvest
New Jersey
$269K
PS
1125
Pinney & Scofield
Massachusetts
$269K