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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
PRS
101
Pinkerton Retirement Specialists
Idaho
$38M
MTC
102
Matrix Trust Company
Colorado
$38M
BAM
103
Belpointe Asset Management
Nevada
$37.8M
ATPW
104
Ashton Thomas Private Wealth
Arizona
$37.6M
SFP
105
Sherwood Financial Partners
California
$37.5M
SFA
106
Sequoia Financial Advisors
Ohio
$37.2M
AFS
107
Access Financial Services
Minnesota
$37.1M
SDWMA
108
Schneider Downs Wealth Management Advisors
Pennsylvania
$37.1M
QCM
109
Quantinno Capital Management
New York
$36.9M
MFC
110
Morris Financial Concepts
South Carolina
$36.3M
FCA
111
Fortis Capital Advisors
Kansas
$36.1M
AA
112
Ashford Advisors
New York
$35.9M
Fidelity Investments
113
Fidelity Investments
Massachusetts
$35.6M
BWM
114
Bernard Wealth Management
Michigan
$35.3M
VAS
115
Valicenti Advisory Services
New York
$35.3M
CWG
116
Cornerstone Wealth Group
North Carolina
$34.8M
SWM
117
SigFig Wealth Management
California
$34.7M
AIM
118
Athena Investment Management
California
$34.5M
MSFS
119
Main Street Financial Solutions
Pennsylvania
$34.4M
BA
120
Ballast Advisors
Minnesota
$34.4M
MFGP
121
Marshall Financial Group (Pennsylvania)
Pennsylvania
$34.2M
SLT
122
St Louis Trust
Missouri
$34.2M
FVWA
123
Foster Victor Wealth Advisors
South Carolina
$33.8M
OIA
124
OneDigital Investment Advisors
Kansas
$33.5M
FCM
125
Fortis Capital Management
Washington
$33.3M