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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
GKIM
1301
GW&K Investment Management
Massachusetts
$56K
FP
1302
Financial Perspectives
Minnesota
$55.9K
TCM
1303
TruNorth Capital Management
Michigan
$55.6K
PWMG
1304
Prestige Wealth Management Group
New Jersey
$55.3K
RWM
1305
RMG Wealth Management
Wisconsin
$54.4K
AWM
1306
Accredited Wealth Management
Kentucky
$53.5K
TFGT
1307
TS Financial Group (TSFG)
Illinois
$53K
ABWM
1308
Alpine Bank Wealth Management
Colorado
$49.8K
CSB
1309
City State Bank
Iowa
$49.5K
GFWA
1310
Grey Fox Wealth Advisors
Delaware
$48.9K
WOC
1311
West Oak Capital
California
$47.3K
PP
1312
PFS Partners
New Jersey
$47K
BF
1313
BOK Financial
Oklahoma
$46.5K
HWM
1314
HighMark Wealth Management
Minnesota
$45.7K
MNA
1315
Manning & Napier Advisors
New York
$44.6K
CWP
1316
Concord Wealth Partners
Virginia
$44.3K
FCAS
1317
First Command Advisory Services
Texas
$42.6K
PCA
1318
Providence Capital Advisors
North Carolina
$41.1K
GI
1319
GAMMA Investing
California
$39K
MJRIC
1320
Mogy Joel R Investment Counsel
California
$38K
PWMG
1321
Private Wealth Management Group
New Jersey
$37.5K
WPA
1322
West Paces Advisors
Georgia
$37K
DAM
1323
Delta Asset Management
Tennessee
$35.6K
TFM
1324
TFC Financial Management
Massachusetts
$34.8K
PGAM
1325
Princeton Global Asset Management
New Jersey
$34.5K