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Schwab US Large- Cap ETF

1,428 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, 488 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: 47.62%47.04% (-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: 488 | Existing positions reduced: 567

Holders
1,428
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
GSIS
1251
Global Strategic Investment Solutions
Arizona
$204K
QWM
1252
Quadcap Wealth Management
Texas
$204K
WAM
1253
Wernau Asset Management
Massachusetts
$203K
SFS
1254
Strategic Financial Services
New York
$203K
RPA
1255
Rock Point Advisors
Vermont
$202K
BBA
1256
BLB&B Advisors
Pennsylvania
$201K
CWP
1257
Clark Wealth Partners
Illinois
$199K
ACM
1258
Accent Capital Management
Ohio
$198K
UB
1259
UMB Bank
Missouri
$190K
PWA
1260
Principia Wealth Advisory
Texas
$186K
FIM
1261
FWL Investment Management
Texas
$186K
RP
1262
Rice Partnership
Hawaii
$182K
PP
1263
PDS Planning
Ohio
$181K
BDPWM
1264
Barnes Dennig Private Wealth Management
Ohio
$172K
RF
1265
Robbins Farley
New Hampshire
$165K
NG
1266
NWK Group
California
$164K
PAM
1267
Palisade Asset Management
Minnesota
$164K
OAJ
1268
Ogorek Anthony Joseph
New York
$163K
TCOT
1269
Trust Company of Toledo
Ohio
$160K
GWS
1270
Glassman Wealth Services
Virginia
$158K
CMP
1271
Coston McIsaac & Partners
Maine
$156K
OA
1272
Operose Advisors
Wisconsin
$151K
JWM
1273
JPL Wealth Management
Colorado
$145K
CIAS
1274
CBIZ Investment Advisory Services
Ohio
$144K
AA
1275
Addison Advisors
Vermont
$133K