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Schwab US Large- Cap ETF

1,431 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, 489 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: 47.63%47.05% (-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: 489 | Existing positions reduced: 567

Holders
1,431
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
PL
1251
Parthenon LLC
Kentucky
$204K
CC
1252
Cornerstone Capital
California
$204K
MIC
1253
Meridian Investment Counsel
California
$204K
GSIS
1254
Global Strategic Investment Solutions
Arizona
$204K
QWM
1255
Quadcap Wealth Management
Texas
$204K
WAM
1256
Wernau Asset Management
Massachusetts
$203K
SFS
1257
Strategic Financial Services
New York
$203K
RPA
1258
Rock Point Advisors
Vermont
$202K
BBA
1259
BLB&B Advisors
Pennsylvania
$201K
CWP
1260
Clark Wealth Partners
Illinois
$199K
ACM
1261
Accent Capital Management
Ohio
$198K
UB
1262
UMB Bank
Missouri
$190K
PWA
1263
Principia Wealth Advisory
Texas
$186K
FIM
1264
FWL Investment Management
Texas
$186K
RP
1265
Rice Partnership
Hawaii
$182K
PP
1266
PDS Planning
Ohio
$181K
BDPWM
1267
Barnes Dennig Private Wealth Management
Ohio
$172K
RF
1268
Robbins Farley
New Hampshire
$165K
NG
1269
NWK Group
California
$164K
PAM
1270
Palisade Asset Management
Minnesota
$164K
OAJ
1271
Ogorek Anthony Joseph
New York
$163K
TCOT
1272
Trust Company of Toledo
Ohio
$160K
GWS
1273
Glassman Wealth Services
Virginia
$158K
CMP
1274
Coston McIsaac & Partners
Maine
$156K
OA
1275
Operose Advisors
Wisconsin
$151K