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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
SIAS
1101
Summit Investment Advisory Services
Minnesota
$297K
SC
1102
Syon Capital
California
$295K
CFP
1103
Curran Financial Partners
South Carolina
$294K
GWM
1104
Geneos Wealth Management
Colorado
$293K
CICC
1105
Capital Investment Counsel (Colorado)
Colorado
$293K
NCM
1106
Narwhal Capital Management
Georgia
$292K
PWA
1107
Physician Wealth Advisors
Utah
$288K
IFA
1108
Index Fund Advisors
California
$288K
DBIA
1109
Dumont & Blake Investment Advisors
New Jersey
$287K
PW
1110
Pandora Wealth
Illinois
$286K
TCM
1111
Traynor Capital Management
Pennsylvania
$286K
BWL
1112
Bogart Wealth LLC
Virginia
$286K
ODIJL
1113
One Day In July LLC
Vermont
$286K
IWP
1114
IAG Wealth Partners
Wisconsin
$286K
KIM
1115
Kane Investment Management
California
$286K
Koshinski Asset Management
1116
Koshinski Asset Management
Illinois
$286K
FIC
1117
Family Investment Center
Missouri
$284K
CC
1118
Courier Capital
New York
$284K
QP
1119
Quartz Partners
New York
$283K
QPWM
1120
Quadrant Private Wealth Management
Pennsylvania
$282K
WHCFA
1121
William Howard & Co Financial Advisors
Tennessee
$282K
Boston Partners
1122
Boston Partners
Massachusetts
$281K
SAM
1123
SP Asset Management
California
$279K
AI
1124
Accredited Investors
Minnesota
$278K
SSWG
1125
Seven Springs Wealth Group
Tennessee
$278K