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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
CWS
1201
Cypress Wealth Services
California
$221K
MG
1202
Mather Group
Illinois
$220K
VCP
1203
Verus Capital Partners
Arizona
$217K
SI
1204
Stephens Inc
Arkansas
$217K
YWM
1205
Yukon Wealth Management
Kansas
$217K
WA
1206
WP Advisors
California
$216K
GAA
1207
Global Assets Advisory
Florida
$216K
UF
1208
Univest Financial
Pennsylvania
$215K
VAM
1209
Virtue Asset Management
Illinois
$215K
PG
1210
Prostatis Group
Maryland
$214K
WCP
1211
Wealthcare Capital Partners
Pennsylvania
$213K
IWN
1212
Independent Wealth Network
Iowa
$213K
SFC
1213
SYM Financial Corp
Indiana
$212K
BCMLT
1214
Beacon Capital Management LLC (Tennessee)
Tennessee
$212K
BSSFA
1215
Baron Silver Stevens Financial Advisors
Florida
$211K
DOA
1216
D'Orazio & Associates
Virginia
$210K
OPWM
1217
Oxinas Partners Wealth Management
Indiana
$210K
APW
1218
Austin Private Wealth
Texas
$209K
NAMNJ
1219
NorthStar Asset Management (New Jersey)
New Jersey
$208K
SFG
1220
Sovereign Financial Group
Connecticut
$208K
M1FG
1221
Mach-1 Financial Group
Arkansas
$207K
IAS
1222
Integrity Advisory Solutions
Texas
$207K
BWL
1223
Beacon Wealthcare LLC
North Carolina
$207K
WMN
1224
Wealth Management Nebraska
Nebraska
$207K
SMCM
1225
Sky-Mountain Capital Management
Idaho
$207K