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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
BF
1326
BOK Financial
Oklahoma
$46.5K
HWM
1327
HighMark Wealth Management
Minnesota
$45.7K
MNA
1328
Manning & Napier Advisors
New York
$44.6K
CWP
1329
Concord Wealth Partners
Virginia
$44.3K
FCAS
1330
First Command Advisory Services
Texas
$42.6K
PCA
1331
Providence Capital Advisors
North Carolina
$41.1K
GI
1332
GAMMA Investing
California
$39K
MJRIC
1333
Mogy Joel R Investment Counsel
California
$38K
PWMG
1334
Private Wealth Management Group
New Jersey
$37.5K
WPA
1335
West Paces Advisors
Georgia
$37K
DAM
1336
Delta Asset Management
Tennessee
$35.6K
TFM
1337
TFC Financial Management
Massachusetts
$34.8K
PGAM
1338
Princeton Global Asset Management
New Jersey
$34.5K
VCM
1339
Versant Capital Management
Arizona
$33.5K
OCM
1340
Orion Capital Management
California
$32K
TAM
1341
Tucker Asset Management
Colorado
$28.1K
DPW
1342
DiNuzzo Private Wealth
Pennsylvania
$27.9K
AEPWM
1343
Atlantic Edge Private Wealth Management
Florida
$27.7K
AIC
1344
Archer Investment Corporation
Indiana
$27.5K
W
1345
WealthCollab
Washington
$27.3K
LC
1346
Luminist Capital
Michigan
$26.4K
KFI
1347
Key Financial Inc
Pennsylvania
$26.2K
TFG
1348
Team Financial Group
California
$26.2K
PMIM
1349
Prudent Man Investment Management
Colorado
$26.1K
NRC
1350
New Republic Capital
North Carolina
$25.8K