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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
HNW
1276
High Note Wealth
Minnesota
$87.2K
CBT
1277
Crews Bank & Trust
Florida
$80.1K
CFS
1278
CGC Financial Services
Oregon
$79K
CFB
1279
Cullen/Frost Bankers
Texas
$78.9K
SIC
1280
SJS Investment Consulting
Ohio
$77.5K
FPF
1281
First Pacific Financial
Washington
$76.3K
ACA
1282
American Capital Advisory
Idaho
$72.4K
CJ
1283
Caitlin John
Michigan
$72.1K
MPWT
1284
MassMutual Private Wealth & Trust
Connecticut
$71.7K
AW
1285
Avion Wealth
Texas
$71K
CNBTD
1286
Citizens National Bank Trust Department
Mississippi
$70.8K
FGAM
1287
Financial Gravity Asset Management
Texas
$70.2K
HPC
1288
HM Payson & Co
Maine
$69.2K
HIA
1289
Harbor Investment Advisory
Maryland
$67.2K
ME
1290
McIlrath & Eck
Washington
$65K
HI
1291
Hoey Investments
Pennsylvania
$63K
BL
1292
Balentine LLC
Georgia
$61.9K
FFA
1293
Frazier Financial Advisors
Ohio
$61.8K
DCM
1294
Davis Capital Management
Florida
$61.3K
DRP
1295
Decker Retirement Planning
Utah
$59.7K
TFA
1296
Toth Financial Advisory
Virginia
$59.1K
SWIM
1297
Smallwood Wealth Investment Management
New Jersey
$57.4K
SS
1298
Sunbelt Securities
Texas
$57.2K
CPA
1299
Cardiff Park Advisors
California
$56.6K
GJIA
1300
Glass Jacobson Investment Advisors
Maryland
$56.1K