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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
GCM
1276
Gables Capital Management
Florida
$132K
HWA
1277
Heritage Wealth Advisors
Virginia
$131K
BC
1278
Bulwark Capital
Florida
$126K
LWA
1279
Lowe Wealth Advisors
Maryland
$121K
SC
1280
Stephens Consulting
Michigan
$121K
KSWA
1281
Kathleen S. Wright Associates
Pennsylvania
$121K
CB
1282
Community Bank
New York
$119K
AIP
1283
Alexis Investment Partners
Texas
$119K
DI
1284
DAGCO Inc
Ohio
$119K
FFWM
1285
Future Financial Wealth Management
Ohio
$119K
SIS
1286
Sound Income Strategies
Florida
$117K
HHGA
1287
Halbert Hargrove Global Advisors
California
$114K
TC
1288
Trust Company
Kansas
$113K
NSIM
1289
North Star Investment Management
Illinois
$113K
PC
1290
Promus Capital
Illinois
$110K
IF
1291
Integrity Financial
Wyoming
$106K
RMP
1292
Richards, Merrill & Peterson
Washington
$103K
RF
1293
Rossby Financial
Florida
$101K
CPG
1294
Cornerstone Planning Group
New Jersey
$97.3K
HNW
1295
High Note Wealth
Minnesota
$87.2K
CBT
1296
Crews Bank & Trust
Florida
$80.1K
CFS
1297
CGC Financial Services
Oregon
$79K
CFB
1298
Cullen/Frost Bankers
Texas
$78.9K
SIC
1299
SJS Investment Consulting
Ohio
$77.5K
FPF
1300
First Pacific Financial
Washington
$76.3K