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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
SAW
1176
Signal Advisors Wealth
Michigan
$237K
AO
1177
Advisor OS
Illinois
$237K
RFA
1178
Rollins Financial Advisors
New York
$236K
OFS
1179
OneAscent Financial Services
Alabama
$236K
SSA
1180
Sierra Summit Advisors
Nevada
$236K
SIAP
1181
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K
LDB
1182
Lee, Danner & Bass
Tennessee
$234K
BFA
1183
Bragg Financial Advisors
North Carolina
$233K
LNWWM
1184
Laird Norton Wetherby Wealth Management
California
$233K
2L
1185
25 LLC
Missouri
$233K
SGK
1186
Steigerwald Gordon & Koch
Virginia
$233K
PCM
1187
Presidio Capital Management
California
$231K
MMCM
1188
Murphy & Mullick Capital Management
New York
$231K
MA
1189
MKT Advisors
California
$230K
CISOA
1190
Capital Investment Services of America
Wisconsin
$228K
DPI
1191
Diversified Portfolios Inc
Michigan
$226K
CCT
1192
Capital City Trust
Florida
$225K
EWM
1193
Evercore Wealth Management
New York
$224K
MWM
1194
Mattern Wealth Management
Kansas
$224K
CWA
1195
Centennial Wealth Advisory
Michigan
$223K
GWSG
1196
GPS Wealth Strategies Group
Colorado
$223K
POIA
1197
Pin Oak Investment Advisors
Texas
$223K
LB
1198
Legacy Bridge
Iowa
$222K
AF
1199
Amara Financial
California
$222K
SB
1200
Strategic Blueprint
Georgia
$221K