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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
MWPCG
1351
Measured Wealth Private Client Group
New Hampshire
$25.6K
FDCDDQ
1352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K
HPIA
1353
Hamilton Point Investment Advisors
North Carolina
$23.5K
TCOV
1354
Trust Company of Vermont
Vermont
$23.5K
NWMP
1355
Noble Wealth Management PBC
Colorado
$22.8K
VWA
1356
Valued Wealth Advisors
Utah
$22.3K
PAG
1357
Paladin Advisory Group
Iowa
$21.8K
WIM
1358
Westside Investment Management
California
$21.7K
KWM
1359
Kiker Wealth Management
Georgia
$21.5K
PIS
1360
POM Investment Strategies
North Carolina
$21.3K
TWM
1361
Topsail Wealth Management
North Carolina
$16.6K
AWM
1362
Angeles Wealth Management
California
$16.5K
HCM
1363
Horrell Capital Management
Arkansas
$16K
AWM
1364
Aberdeen Wealth Management
Illinois
$15.8K
CSPIA
1365
Cary Street Partners Investment Advisory
Virginia
$15.7K
WA
1366
Whipplewood Advisors
Colorado
$15.4K
CCMW
1367
Cypress Capital Management (Wyoming)
Wyoming
$15.2K
BI
1368
Binnacle Investments
Iowa
$14.5K
HFS
1369
Hopwood Financial Services
Virginia
$13.4K
HBW
1370
Hazlett, Burt & Watson
West Virginia
$13K
TC
1371
Truvestments Capital
Florida
$12.2K
CSC
1372
Caldwell Sutter Capital
California
$12K
MM
1373
Main Management
California
$12K
PFA
1374
Pillar Financial Advisors
Kentucky
$11.6K
MSFP
1375
Mark Sheptoff Financial Planning
Connecticut
$11.5K