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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
FIC
1126
Family Investment Center
Missouri
$284K
CC
1127
Courier Capital
New York
$284K
QP
1128
Quartz Partners
New York
$283K
QPWM
1129
Quadrant Private Wealth Management
Pennsylvania
$282K
WHCFA
1130
William Howard & Co Financial Advisors
Tennessee
$282K
Boston Partners
1131
Boston Partners
Massachusetts
$281K
SAM
1132
SP Asset Management
California
$279K
AI
1133
Accredited Investors
Minnesota
$278K
SSWG
1134
Seven Springs Wealth Group
Tennessee
$278K
WCM
1135
WealthBridge Capital Management
Ohio
$277K
EFM
1136
Eley Financial Management
Vermont
$276K
SCA
1137
Stonebridge Capital Advisors
Minnesota
$275K
TIM
1138
Total Investment Management
Arizona
$274K
FPW
1139
Fairvoy Private Wealth
Alabama
$273K
GWAM
1140
Guardian Wealth Advisors (Minnesota)
Minnesota
$273K
QWP
1141
Quotient Wealth Partners
Texas
$271K
EPM
1142
Elm Partners Management
Pennsylvania
$270K
PFS
1143
Prospera Financial Services
Texas
$270K
CFO
1144
Collective Family Office
Pennsylvania
$270K
PCH
1145
PGIM Custom Harvest
New Jersey
$269K
PS
1146
Pinney & Scofield
Massachusetts
$269K
HNWAG
1147
High Net Worth Advisory Group
Florida
$269K
RIP
1148
RAM Investment Partners
Washington
$267K
DIM
1149
Delta Investment Management
California
$267K
CPCM
1150
Cardinal Point Capital Management
Ontario, Canada
$264K