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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
GSWM
1151
Golden State Wealth Management
California
$252K
BSG
1152
Black Swift Group
Colorado
$252K
SW
1153
SteelPeak Wealth
California
$252K
SFG
1154
SevenBridge Financial Group
Pennsylvania
$252K
QCM
1155
QRG Capital Management
Illinois
$251K
SPG
1156
Strategic Planning Group
Utah
$250K
PMSA
1157
Patrick M. Sweeney & Associates
Illinois
$249K
ACA
1158
Affinity Capital Advisors
California
$249K
HP
1159
Haven Private
Florida
$249K
CAM
1160
Clark Asset Management
New Hampshire
$248K
PCA
1161
Purkiss Capital Advisors
Connecticut
$248K
MAG
1162
M3 Advisory Group
Massachusetts
$247K
WG
1163
Welch Group
Alabama
$247K
PWMAG
1164
Pinnacle Wealth Management Advisory Group
New Jersey
$247K
DWA
1165
Delap Wealth Advisory
Oregon
$246K
IWM
1166
Inlight Wealth Management
Georgia
$246K
VA
1167
VestGen Advisors
Illinois
$244K
HCMG
1168
Howard Capital Management Group
California
$243K
CSA
1169
Cottage Street Advisors
Massachusetts
$243K
LSC
1170
Lesa Sroufe & Co
Washington
$242K
AWM
1171
Accel Wealth Management
Iowa
$241K
SF
1172
Symphony Financial
Texas
$241K
OC
1173
Oakworth Capital
Alabama
$240K
WI
1174
WBI Investments
New Jersey
$239K
BDFN
1175
Bond & Devick Financial Network
Minnesota
$238K