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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
WB
1101
Webster Bank
Connecticut
$303K
ST
1102
Smithfield Trust
Pennsylvania
$303K
CWA
1103
Clarity Wealth Advisors
California
$302K
HFA
1104
Hippocratic Financial Advisors
California
$302K
BEI
1105
Benjamin Edwards Inc
Missouri
$298K
SIAS
1106
Summit Investment Advisory Services
Minnesota
$297K
SC
1107
Syon Capital
California
$295K
CFP
1108
Curran Financial Partners
South Carolina
$294K
GWM
1109
Geneos Wealth Management
Colorado
$293K
CICC
1110
Capital Investment Counsel (Colorado)
Colorado
$293K
NCM
1111
Narwhal Capital Management
Georgia
$292K
PWA
1112
Physician Wealth Advisors
Utah
$288K
IFA
1113
Index Fund Advisors
California
$288K
DBIA
1114
Dumont & Blake Investment Advisors
New Jersey
$287K
PW
1115
Pandora Wealth
Illinois
$286K
TCM
1116
Traynor Capital Management
Pennsylvania
$286K
BWL
1117
Bogart Wealth LLC
Virginia
$286K
ODIJL
1118
One Day In July LLC
Vermont
$286K
IWP
1119
IAG Wealth Partners
Wisconsin
$286K
KIM
1120
Kane Investment Management
California
$286K
Koshinski Asset Management
1121
Koshinski Asset Management
Illinois
$286K
FIC
1122
Family Investment Center
Missouri
$284K
CC
1123
Courier Capital
New York
$284K
QP
1124
Quartz Partners
New York
$283K
QPWM
1125
Quadrant Private Wealth Management
Pennsylvania
$282K