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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
AWM
1326
Accredited Wealth Management
Kentucky
$53.5K
TFGT
1327
TS Financial Group (TSFG)
Illinois
$53K
ABWM
1328
Alpine Bank Wealth Management
Colorado
$49.8K
CSB
1329
City State Bank
Iowa
$49.5K
GFWA
1330
Grey Fox Wealth Advisors
Delaware
$48.9K
WOC
1331
West Oak Capital
California
$47.3K
PP
1332
PFS Partners
New Jersey
$47K
BF
1333
BOK Financial
Oklahoma
$46.5K
HWM
1334
HighMark Wealth Management
Minnesota
$45.7K
MNA
1335
Manning & Napier Advisors
New York
$44.6K
CWP
1336
Concord Wealth Partners
Virginia
$44.3K
FCAS
1337
First Command Advisory Services
Texas
$42.6K
PCA
1338
Providence Capital Advisors
North Carolina
$41.1K
GI
1339
GAMMA Investing
California
$39K
MJRIC
1340
Mogy Joel R Investment Counsel
California
$38K
PWMG
1341
Private Wealth Management Group
New Jersey
$37.5K
WPA
1342
West Paces Advisors
Georgia
$37K
DAM
1343
Delta Asset Management
Tennessee
$35.6K
TFM
1344
TFC Financial Management
Massachusetts
$34.8K
PGAM
1345
Princeton Global Asset Management
New Jersey
$34.5K
VCM
1346
Versant Capital Management
Arizona
$33.5K
OCM
1347
Orion Capital Management
California
$32K
TAM
1348
Tucker Asset Management
Colorado
$28.1K
DPW
1349
DiNuzzo Private Wealth
Pennsylvania
$27.9K
AEPWM
1350
Atlantic Edge Private Wealth Management
Florida
$27.7K