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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
CIA
1151
Choate Investment Advisors
Massachusetts
$262K
CS
1152
Crescent Sterling
Louisiana
$261K
EL
1153
EWA LLC
Pennsylvania
$260K
SM
1154
Sensible Money
Arizona
$260K
BFG
1155
Beacon Financial Group
Texas
$260K
SL
1156
Salomon & Ludwin
Virginia
$259K
MWP
1157
Madison Wealth Partners
Wisconsin
$259K
SFWA
1158
Summit Financial Wealth Advisors
Louisiana
$259K
PF
1159
Penney Financial
Texas
$259K
SWM
1160
Segment Wealth Management
Texas
$258K
FSBI
1161
Fearless Solutions (Best Invest)
Texas
$257K
SRWM
1162
Shira Ridge Wealth Management
California
$256K
WWMSC
1163
Wagner Wealth Management (South Carolina)
South Carolina
$256K
CWP
1164
Capital Wealth Planning
Florida
$256K
FAC
1165
Financial Advisory Corporation
Michigan
$254K
BCP
1166
Berkeley Capital Partners
Georgia
$253K
FAIM
1167
Financial Advocates Investment Management
Washington
$253K
GSWM
1168
Golden State Wealth Management
California
$252K
BSG
1169
Black Swift Group
Colorado
$252K
SW
1170
SteelPeak Wealth
California
$252K
SFG
1171
SevenBridge Financial Group
Pennsylvania
$252K
QCM
1172
QRG Capital Management
Illinois
$251K
SPG
1173
Strategic Planning Group
Utah
$250K
PMSA
1174
Patrick M. Sweeney & Associates
Illinois
$249K
ACA
1175
Affinity Capital Advisors
California
$249K