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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
HP
1176
Haven Private
Florida
$249K
CAM
1177
Clark Asset Management
New Hampshire
$248K
PCA
1178
Purkiss Capital Advisors
Connecticut
$248K
MAG
1179
M3 Advisory Group
Massachusetts
$247K
WG
1180
Welch Group
Alabama
$247K
PWMAG
1181
Pinnacle Wealth Management Advisory Group
New Jersey
$247K
DWA
1182
Delap Wealth Advisory
Oregon
$246K
IWM
1183
Inlight Wealth Management
Georgia
$246K
VA
1184
VestGen Advisors
Illinois
$244K
HCMG
1185
Howard Capital Management Group
California
$243K
CSA
1186
Cottage Street Advisors
Massachusetts
$243K
LSC
1187
Lesa Sroufe & Co
Washington
$242K
AWM
1188
Accel Wealth Management
Iowa
$241K
SF
1189
Symphony Financial
Texas
$241K
OC
1190
Oakworth Capital
Alabama
$240K
WI
1191
WBI Investments
New Jersey
$239K
BDFN
1192
Bond & Devick Financial Network
Minnesota
$238K
SAW
1193
Signal Advisors Wealth
Michigan
$237K
AO
1194
Advisor OS
Illinois
$237K
RFA
1195
Rollins Financial Advisors
New York
$236K
OFS
1196
OneAscent Financial Services
Alabama
$236K
SSA
1197
Sierra Summit Advisors
Nevada
$236K
SIAP
1198
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K
LDB
1199
Lee, Danner & Bass
Tennessee
$234K
BFA
1200
Bragg Financial Advisors
North Carolina
$233K