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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
DF
1376
Dunhill Financial
United Kingdom
$11K
MCA
1377
Maryland Capital Advisors
Maryland
$11K
FWM
1378
FSA Wealth Management
Massachusetts
$10.7K
KFP
1379
Kerr Financial Planning
California
$10.6K
OHWP
1380
Oak Harbor Wealth Partners
North Carolina
$9.64K
PA
1381
Pineridge Advisors
Missouri
$9.4K
QCG
1382
Quadrant Capital Group
Ohio
$8.54K
TWC
1383
TD Waterhouse Canada
Ontario, Canada
$7.93K
AA
1384
Atmos Advisory
Pennsylvania
$7.77K
AIP
1385
Ameritas Investment Partners
Nebraska
$7.36K
PPA
1386
Painted Porch Advisors
California
$6.64K
MIM
1387
MTM Investment Management
South Carolina
$6.32K
TF
1388
Tompkins Financial
New York
$6.24K
HWM
1389
Hemington Wealth Management
Virginia
$6K
GWS
1390
Greykasell Wealth Strategies
California
$5.93K
T
1391
Tidemark
California
$5.85K
SRCM
1392
Signature Resources Capital Management
California
$5.77K
DWA
1393
Delos Wealth Advisors
Texas
$5.64K
SC
1394
Solstein Capital
California
$5.37K
HWP
1395
Highline Wealth Partners
California
$5.21K
CVM
1396
Cheviot Value Management
California
$5.21K
DFC
1397
DB Fitzpatrick & Co
Idaho
$5.19K
CCM
1398
Cloud Capital Management
Washington
$5K
VEA
1399
Virtus ETF Advisers
New York
$4.82K
UFPG
1400
United Financial Planning Group
New York
$4.43K