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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
SCM
1226
SOL Capital Management
Maryland
$207K
AFWM
1227
AMJ Financial Wealth Management
Virginia
$206K
CA
1228
Clune & Associates
Illinois
$204K
TVM
1229
True Vision MN
Minnesota
$204K
PL
1230
Parthenon LLC
Kentucky
$204K
CC
1231
Cornerstone Capital
California
$204K
MIC
1232
Meridian Investment Counsel
California
$204K
GSIS
1233
Global Strategic Investment Solutions
Arizona
$204K
QWM
1234
Quadcap Wealth Management
Texas
$204K
WAM
1235
Wernau Asset Management
Massachusetts
$203K
SFS
1236
Strategic Financial Services
New York
$203K
RPA
1237
Rock Point Advisors
Vermont
$202K
BBA
1238
BLB&B Advisors
Pennsylvania
$201K
ACM
1239
Accent Capital Management
Ohio
$198K
UB
1240
UMB Bank
Missouri
$190K
FIM
1241
FWL Investment Management
Texas
$186K
RP
1242
Rice Partnership
Hawaii
$182K
PP
1243
PDS Planning
Ohio
$181K
BDPWM
1244
Barnes Dennig Private Wealth Management
Ohio
$172K
RF
1245
Robbins Farley
New Hampshire
$165K
NG
1246
NWK Group
California
$164K
PAM
1247
Palisade Asset Management
Minnesota
$164K
OAJ
1248
Ogorek Anthony Joseph
New York
$163K
TCOT
1249
Trust Company of Toledo
Ohio
$160K
GWS
1250
Glassman Wealth Services
Virginia
$158K