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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
HIA
1301
Harbor Investment Advisory
Maryland
$67.2K
ME
1302
McIlrath & Eck
Washington
$65K
HI
1303
Hoey Investments
Pennsylvania
$63K
BL
1304
Balentine LLC
Georgia
$61.9K
FFA
1305
Frazier Financial Advisors
Ohio
$61.8K
SIS
1306
Strategic Investment Solutions
Illinois
$61.7K
DCM
1307
Davis Capital Management
Florida
$61.3K
DRP
1308
Decker Retirement Planning
Utah
$59.7K
TFA
1309
Toth Financial Advisory
Virginia
$59.1K
SWIM
1310
Smallwood Wealth Investment Management
New Jersey
$57.4K
SS
1311
Sunbelt Securities
Texas
$57.2K
CPA
1312
Cardiff Park Advisors
California
$56.6K
GJIA
1313
Glass Jacobson Investment Advisors
Maryland
$56.1K
GKIM
1314
GW&K Investment Management
Massachusetts
$56K
FP
1315
Financial Perspectives
Minnesota
$55.9K
TCM
1316
TruNorth Capital Management
Michigan
$55.6K
PWMG
1317
Prestige Wealth Management Group
New Jersey
$55.3K
RWM
1318
RMG Wealth Management
Wisconsin
$54.4K
AWM
1319
Accredited Wealth Management
Kentucky
$53.5K
TFGT
1320
TS Financial Group (TSFG)
Illinois
$53K
ABWM
1321
Alpine Bank Wealth Management
Colorado
$49.8K
CSB
1322
City State Bank
Iowa
$49.5K
GFWA
1323
Grey Fox Wealth Advisors
Delaware
$48.9K
WOC
1324
West Oak Capital
California
$47.3K
PP
1325
PFS Partners
New Jersey
$47K