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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
AIP
1276
Alexis Investment Partners
Texas
$119K
DI
1277
DAGCO Inc
Ohio
$119K
FFWM
1278
Future Financial Wealth Management
Ohio
$119K
SIS
1279
Sound Income Strategies
Florida
$117K
HHGA
1280
Halbert Hargrove Global Advisors
California
$114K
TC
1281
Trust Company
Kansas
$113K
NSIM
1282
North Star Investment Management
Illinois
$113K
PC
1283
Promus Capital
Illinois
$110K
IF
1284
Integrity Financial
Wyoming
$106K
RMP
1285
Richards, Merrill & Peterson
Washington
$103K
RF
1286
Rossby Financial
Florida
$101K
CPG
1287
Cornerstone Planning Group
New Jersey
$97.3K
HNW
1288
High Note Wealth
Minnesota
$87.2K
CBT
1289
Crews Bank & Trust
Florida
$80.1K
CFS
1290
CGC Financial Services
Oregon
$79K
CFB
1291
Cullen/Frost Bankers
Texas
$78.9K
SIC
1292
SJS Investment Consulting
Ohio
$77.5K
FPF
1293
First Pacific Financial
Washington
$76.3K
ACA
1294
American Capital Advisory
Idaho
$72.4K
CJ
1295
Caitlin John
Michigan
$72.1K
MPWT
1296
MassMutual Private Wealth & Trust
Connecticut
$71.7K
AW
1297
Avion Wealth
Texas
$71K
CNBTD
1298
Citizens National Bank Trust Department
Mississippi
$70.8K
FGAM
1299
Financial Gravity Asset Management
Texas
$70.2K
HPC
1300
HM Payson & Co
Maine
$69.2K