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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
AIC
1351
Archer Investment Corporation
Indiana
$27.5K
W
1352
WealthCollab
Washington
$27.3K
LC
1353
Luminist Capital
Michigan
$26.4K
KFI
1354
Key Financial Inc
Pennsylvania
$26.2K
TFG
1355
Team Financial Group
California
$26.2K
PMIM
1356
Prudent Man Investment Management
Colorado
$26.1K
NRC
1357
New Republic Capital
North Carolina
$25.8K
MWPCG
1358
Measured Wealth Private Client Group
New Hampshire
$25.6K
FDCDDQ
1359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K
HPIA
1360
Hamilton Point Investment Advisors
North Carolina
$23.5K
TCOV
1361
Trust Company of Vermont
Vermont
$23.5K
NWMP
1362
Noble Wealth Management PBC
Colorado
$22.8K
VWA
1363
Valued Wealth Advisors
Utah
$22.3K
PAG
1364
Paladin Advisory Group
Iowa
$21.8K
WIM
1365
Westside Investment Management
California
$21.7K
KWM
1366
Kiker Wealth Management
Georgia
$21.5K
PIS
1367
POM Investment Strategies
North Carolina
$21.3K
TWM
1368
Topsail Wealth Management
North Carolina
$16.6K
AWM
1369
Angeles Wealth Management
California
$16.5K
HCM
1370
Horrell Capital Management
Arkansas
$16K
AWM
1371
Aberdeen Wealth Management
Illinois
$15.8K
CSPIA
1372
Cary Street Partners Investment Advisory
Virginia
$15.7K
WA
1373
Whipplewood Advisors
Colorado
$15.4K
CCMW
1374
Cypress Capital Management (Wyoming)
Wyoming
$15.2K
BI
1375
Binnacle Investments
Iowa
$14.5K