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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
JWM
1276
JPL Wealth Management
Colorado
$145K
CIAS
1277
CBIZ Investment Advisory Services
Ohio
$144K
AA
1278
Addison Advisors
Vermont
$133K
GCM
1279
Gables Capital Management
Florida
$132K
HWA
1280
Heritage Wealth Advisors
Virginia
$131K
BC
1281
Bulwark Capital
Florida
$126K
LWA
1282
Lowe Wealth Advisors
Maryland
$121K
SC
1283
Stephens Consulting
Michigan
$121K
KSWA
1284
Kathleen S. Wright Associates
Pennsylvania
$121K
CB
1285
Community Bank
New York
$119K
AIP
1286
Alexis Investment Partners
Texas
$119K
DI
1287
DAGCO Inc
Ohio
$119K
FFWM
1288
Future Financial Wealth Management
Ohio
$119K
SIS
1289
Sound Income Strategies
Florida
$117K
HHGA
1290
Halbert Hargrove Global Advisors
California
$114K
TC
1291
Trust Company
Kansas
$113K
NSIM
1292
North Star Investment Management
Illinois
$113K
PC
1293
Promus Capital
Illinois
$110K
IF
1294
Integrity Financial
Wyoming
$106K
RMP
1295
Richards, Merrill & Peterson
Washington
$103K
RF
1296
Rossby Financial
Florida
$101K
CPG
1297
Cornerstone Planning Group
New Jersey
$97.3K
HNW
1298
High Note Wealth
Minnesota
$87.2K
CBT
1299
Crews Bank & Trust
Florida
$80.1K
CFS
1300
CGC Financial Services
Oregon
$79K