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Schwab US Large- Cap ETF

1,431 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, 489 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: 47.63%47.05% (-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: 489 | Existing positions reduced: 567

Holders
1,431
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
TCM
1326
TruNorth Capital Management
Michigan
$55.6K
PWMG
1327
Prestige Wealth Management Group
New Jersey
$55.3K
RWM
1328
RMG Wealth Management
Wisconsin
$54.4K
AWM
1329
Accredited Wealth Management
Kentucky
$53.5K
TFGT
1330
TS Financial Group (TSFG)
Illinois
$53K
ABWM
1331
Alpine Bank Wealth Management
Colorado
$49.8K
CSB
1332
City State Bank
Iowa
$49.5K
GFWA
1333
Grey Fox Wealth Advisors
Delaware
$48.9K
WOC
1334
West Oak Capital
California
$47.3K
PP
1335
PFS Partners
New Jersey
$47K
BF
1336
BOK Financial
Oklahoma
$46.5K
HWM
1337
HighMark Wealth Management
Minnesota
$45.7K
MNA
1338
Manning & Napier Advisors
New York
$44.6K
CWP
1339
Concord Wealth Partners
Virginia
$44.3K
FCAS
1340
First Command Advisory Services
Texas
$42.6K
PCA
1341
Providence Capital Advisors
North Carolina
$41.1K
GI
1342
GAMMA Investing
California
$39K
MJRIC
1343
Mogy Joel R Investment Counsel
California
$38K
PWMG
1344
Private Wealth Management Group
New Jersey
$37.5K
WPA
1345
West Paces Advisors
Georgia
$37K
DAM
1346
Delta Asset Management
Tennessee
$35.6K
TFM
1347
TFC Financial Management
Massachusetts
$34.8K
PGAM
1348
Princeton Global Asset Management
New Jersey
$34.5K
VCM
1349
Versant Capital Management
Arizona
$33.5K
OCM
1350
Orion Capital Management
California
$32K