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Schwab US Large- Cap ETF

1,420 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 110 funds opening new positions, 485 increasing their positions, 565 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:

0.59% less ownership

Funds ownership: 47.63%47.04% (-0.59%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 565

Holders
1,420
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
MA
1201
MKT Advisors
California
$230K
CISOA
1202
Capital Investment Services of America
Wisconsin
$228K
DPI
1203
Diversified Portfolios Inc
Michigan
$226K
CCT
1204
Capital City Trust
Florida
$225K
EWM
1205
Evercore Wealth Management
New York
$224K
MWM
1206
Mattern Wealth Management
Kansas
$224K
CWA
1207
Centennial Wealth Advisory
Michigan
$223K
GWSG
1208
GPS Wealth Strategies Group
Colorado
$223K
POIA
1209
Pin Oak Investment Advisors
Texas
$223K
LB
1210
Legacy Bridge
Iowa
$222K
AF
1211
Amara Financial
California
$222K
SB
1212
Strategic Blueprint
Georgia
$221K
CWS
1213
Cypress Wealth Services
California
$221K
MG
1214
Mather Group
Illinois
$220K
VCP
1215
Verus Capital Partners
Arizona
$217K
SI
1216
Stephens Inc
Arkansas
$217K
YWM
1217
Yukon Wealth Management
Kansas
$217K
KP
1218
Keel Point
Alabama
$217K
WA
1219
WP Advisors
California
$216K
GAA
1220
Global Assets Advisory
Florida
$216K
UF
1221
Univest Financial
Pennsylvania
$215K
VAM
1222
Virtue Asset Management
Illinois
$215K
PG
1223
Prostatis Group
Maryland
$214K
WCP
1224
Wealthcare Capital Partners
Pennsylvania
$213K
IWN
1225
Independent Wealth Network
Iowa
$213K