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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
DWA
1401
Delos Wealth Advisors
Texas
$5.64K
SC
1402
Solstein Capital
California
$5.37K
HWP
1403
Highline Wealth Partners
California
$5.21K
CVM
1404
Cheviot Value Management
California
$5.21K
DFC
1405
DB Fitzpatrick & Co
Idaho
$5.19K
CCM
1406
Cloud Capital Management
Washington
$5K
VEA
1407
Virtus ETF Advisers
New York
$4.82K
UFPG
1408
United Financial Planning Group
New York
$4.43K
NRWA
1409
North Ridge Wealth Advisors
Oregon
$4.21K
GK
1410
Graney & King
New York
$4.21K
FHC
1411
First Horizon Corporation
Tennessee
$3.95K
FFA
1412
Founders Financial Alliance
North Carolina
$3.79K
SA
1413
Seneschal Advisors
Washington
$3.65K
AFWM
1414
Abich Financial Wealth Management
Virginia
$3.61K
NFSG
1415
Newbridge Financial Services Group
Florida
$3.29K
BLC
1416
Brown, Lisle/Cummings
Rhode Island
$3.08K
KFP
1417
Keener Financial Planning
Texas
$3K
BGWM
1418
Bridge Generations Wealth Management
Florida
$2.85K
RBC
1419
Roble Belko & Company
Pennsylvania
$2K
ETC
1420
Exchange Traded Concepts
Oklahoma
$1.37K
TH
1421
TCTC Holdings
Texas
$1.03K
CFS
1422
Compass Financial Services
Iowa
$977
CIA
1423
Cape Investment Advisory
Georgia
$644
JHCP
1424
Jackson Hole Capital Partners
Oklahoma
$641
SN
1425
Sittner & Nelson
Oregon
$632