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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
SL
1151
Salomon & Ludwin
Virginia
$259K
MWP
1152
Madison Wealth Partners
Wisconsin
$259K
SFWA
1153
Summit Financial Wealth Advisors
Louisiana
$259K
PF
1154
Penney Financial
Texas
$259K
SWM
1155
Segment Wealth Management
Texas
$258K
FSBI
1156
Fearless Solutions (Best Invest)
Texas
$257K
SRWM
1157
Shira Ridge Wealth Management
California
$256K
WWM
1158
Wagner Wealth Management
South Carolina
$256K
CWP
1159
Capital Wealth Planning
Florida
$256K
FAC
1160
Financial Advisory Corporation
Michigan
$254K
BCP
1161
Berkeley Capital Partners
Georgia
$253K
FAIM
1162
Financial Advocates Investment Management
Washington
$253K
GSWM
1163
Golden State Wealth Management
California
$252K
BSG
1164
Black Swift Group
Colorado
$252K
SW
1165
SteelPeak Wealth
California
$252K
SFG
1166
SevenBridge Financial Group
Pennsylvania
$252K
QCM
1167
QRG Capital Management
Illinois
$251K
SPG
1168
Strategic Planning Group
Utah
$250K
PMSA
1169
Patrick M. Sweeney & Associates
Illinois
$249K
ACA
1170
Affinity Capital Advisors
California
$249K
HP
1171
Haven Private
Florida
$249K
CAM
1172
Clark Asset Management
New Hampshire
$248K
PCA
1173
Purkiss Capital Advisors
Connecticut
$248K
MAG
1174
M3 Advisory Group
Massachusetts
$247K
WG
1175
Welch Group
Alabama
$247K