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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
BBA
1251
BLB&B Advisors
Pennsylvania
$201K
ACM
1252
Accent Capital Management
Ohio
$198K
UB
1253
UMB Bank
Missouri
$190K
FIM
1254
FWL Investment Management
Texas
$186K
RP
1255
Rice Partnership
Hawaii
$182K
PP
1256
PDS Planning
Ohio
$181K
BDPWM
1257
Barnes Dennig Private Wealth Management
Ohio
$172K
RF
1258
Robbins Farley
New Hampshire
$165K
NG
1259
NWK Group
California
$164K
PAM
1260
Palisade Asset Management
Minnesota
$164K
OAJ
1261
Ogorek Anthony Joseph
New York
$163K
TCOT
1262
Trust Company of Toledo
Ohio
$160K
GWS
1263
Glassman Wealth Services
Virginia
$158K
CMP
1264
Coston McIsaac & Partners
Maine
$156K
OA
1265
Operose Advisors
Wisconsin
$151K
JWM
1266
JPL Wealth Management
Colorado
$145K
CIAS
1267
CBIZ Investment Advisory Services
Ohio
$144K
AA
1268
Addison Advisors
Vermont
$133K
GCM
1269
Gables Capital Management
Florida
$132K
HWA
1270
Heritage Wealth Advisors
Virginia
$131K
BC
1271
Bulwark Capital
Florida
$126K
LWA
1272
Lowe Wealth Advisors
Maryland
$121K
SC
1273
Stephens Consulting
Michigan
$121K
KSWA
1274
Kathleen S. Wright Associates
Pennsylvania
$121K
CB
1275
Community Bank
New York
$119K