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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
ACA
1301
American Capital Advisory
Idaho
$72.4K
CJ
1302
Caitlin John
Michigan
$72.1K
MPWT
1303
MassMutual Private Wealth & Trust
Connecticut
$71.7K
AW
1304
Avion Wealth
Texas
$71K
CNBTD
1305
Citizens National Bank Trust Department
Mississippi
$70.8K
FGAM
1306
Financial Gravity Asset Management
Texas
$70.2K
HPC
1307
HM Payson & Co
Maine
$69.2K
HIA
1308
Harbor Investment Advisory
Maryland
$67.2K
ME
1309
McIlrath & Eck
Washington
$65K
HI
1310
Hoey Investments
Pennsylvania
$63K
BL
1311
Balentine LLC
Georgia
$61.9K
FFA
1312
Frazier Financial Advisors
Ohio
$61.8K
SIS
1313
Strategic Investment Solutions
Illinois
$61.7K
DCM
1314
Davis Capital Management
Florida
$61.3K
DRP
1315
Decker Retirement Planning
Utah
$59.7K
TFA
1316
Toth Financial Advisory
Virginia
$59.1K
SWIM
1317
Smallwood Wealth Investment Management
New Jersey
$57.4K
SS
1318
Sunbelt Securities
Texas
$57.2K
CPA
1319
Cardiff Park Advisors
California
$56.6K
GJIA
1320
Glass Jacobson Investment Advisors
Maryland
$56.1K
GKIM
1321
GW&K Investment Management
Massachusetts
$56K
FP
1322
Financial Perspectives
Minnesota
$55.9K
TCM
1323
TruNorth Capital Management
Michigan
$55.6K
PWMG
1324
Prestige Wealth Management Group
New Jersey
$55.3K
RWM
1325
RMG Wealth Management
Wisconsin
$54.4K