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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
WCM
1126
WealthBridge Capital Management
Ohio
$277K
EFM
1127
Eley Financial Management
Vermont
$276K
SCA
1128
Stonebridge Capital Advisors
Minnesota
$275K
TIM
1129
Total Investment Management
Arizona
$274K
FPW
1130
Fairvoy Private Wealth
Alabama
$273K
GWAM
1131
Guardian Wealth Advisors (Minnesota)
Minnesota
$273K
QWP
1132
Quotient Wealth Partners
Texas
$271K
EPM
1133
Elm Partners Management
Pennsylvania
$270K
PFS
1134
Prospera Financial Services
Texas
$270K
CFO
1135
Collective Family Office
Pennsylvania
$270K
PCH
1136
PGIM Custom Harvest
New Jersey
$269K
PS
1137
Pinney & Scofield
Massachusetts
$269K
HNWAG
1138
High Net Worth Advisory Group
Florida
$269K
RIP
1139
RAM Investment Partners
Washington
$267K
DIM
1140
Delta Investment Management
California
$267K
CPCM
1141
Cardinal Point Capital Management
Ontario, Canada
$264K
AFA
1142
AA Financial Advisors
Ohio
$264K
FFG
1143
Fiduciary Financial Group
California
$264K
JFGIW
1144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K
AWM
1145
Aprio Wealth Management
Georgia
$263K
CIA
1146
Choate Investment Advisors
Massachusetts
$262K
CS
1147
Crescent Sterling
Louisiana
$261K
EL
1148
EWA LLC
Pennsylvania
$260K
SM
1149
Sensible Money
Arizona
$260K
BFG
1150
Beacon Financial Group
Texas
$260K