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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
WHCFA
1126
William Howard & Co Financial Advisors
Tennessee
$282K
Boston Partners
1127
Boston Partners
Massachusetts
$281K
SAM
1128
SP Asset Management
California
$279K
AI
1129
Accredited Investors
Minnesota
$278K
SSWG
1130
Seven Springs Wealth Group
Tennessee
$278K
WCM
1131
WealthBridge Capital Management
Ohio
$277K
EFM
1132
Eley Financial Management
Vermont
$276K
SCA
1133
Stonebridge Capital Advisors
Minnesota
$275K
TIM
1134
Total Investment Management
Arizona
$274K
FPW
1135
Fairvoy Private Wealth
Alabama
$273K
GWAM
1136
Guardian Wealth Advisors (Minnesota)
Minnesota
$273K
QWP
1137
Quotient Wealth Partners
Texas
$271K
EPM
1138
Elm Partners Management
Pennsylvania
$270K
PFS
1139
Prospera Financial Services
Texas
$270K
CFO
1140
Collective Family Office
Pennsylvania
$270K
PCH
1141
PGIM Custom Harvest
New Jersey
$269K
PS
1142
Pinney & Scofield
Massachusetts
$269K
HNWAG
1143
High Net Worth Advisory Group
Florida
$269K
RIP
1144
RAM Investment Partners
Washington
$267K
DIM
1145
Delta Investment Management
California
$267K
CPCM
1146
Cardinal Point Capital Management
Ontario, Canada
$264K
AFA
1147
AA Financial Advisors
Ohio
$264K
FFG
1148
Fiduciary Financial Group
California
$264K
JFGIW
1149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K
AWM
1150
Aprio Wealth Management
Georgia
$263K