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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
HNWAG
1126
High Net Worth Advisory Group
Florida
$269K
RIP
1127
RAM Investment Partners
Washington
$267K
DIM
1128
Delta Investment Management
California
$267K
CPCM
1129
Cardinal Point Capital Management
Ontario, Canada
$264K
AFA
1130
AA Financial Advisors
Ohio
$264K
FFG
1131
Fiduciary Financial Group
California
$264K
JFGIW
1132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K
AWM
1133
Aprio Wealth Management
Georgia
$263K
CIA
1134
Choate Investment Advisors
Massachusetts
$262K
CS
1135
Crescent Sterling
Louisiana
$261K
EL
1136
EWA LLC
Pennsylvania
$260K
SM
1137
Sensible Money
Arizona
$260K
BFG
1138
Beacon Financial Group
Texas
$260K
SL
1139
Salomon & Ludwin
Virginia
$259K
MWP
1140
Madison Wealth Partners
Wisconsin
$259K
SFWA
1141
Summit Financial Wealth Advisors
Louisiana
$259K
PF
1142
Penney Financial
Texas
$259K
SWM
1143
Segment Wealth Management
Texas
$258K
FSBI
1144
Fearless Solutions (Best Invest)
Texas
$257K
SRWM
1145
Shira Ridge Wealth Management
California
$256K
WWM
1146
Wagner Wealth Management
South Carolina
$256K
CWP
1147
Capital Wealth Planning
Florida
$256K
FAC
1148
Financial Advisory Corporation
Michigan
$254K
BCP
1149
Berkeley Capital Partners
Georgia
$253K
FAIM
1150
Financial Advocates Investment Management
Washington
$253K