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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
NRWA
1401
North Ridge Wealth Advisors
Oregon
$4.21K
GK
1402
Graney & King
New York
$4.21K
FHC
1403
First Horizon Corporation
Tennessee
$3.95K
FFA
1404
Founders Financial Alliance
North Carolina
$3.79K
SA
1405
Seneschal Advisors
Washington
$3.65K
AFWM
1406
Abich Financial Wealth Management
Virginia
$3.61K
NFSG
1407
Newbridge Financial Services Group
Florida
$3.29K
BLC
1408
Brown, Lisle/Cummings
Rhode Island
$3.08K
KFP
1409
Keener Financial Planning
Texas
$3K
BGWM
1410
Bridge Generations Wealth Management
Florida
$2.85K
RBC
1411
Roble Belko & Company
Pennsylvania
$2K
ETC
1412
Exchange Traded Concepts
Oklahoma
$1.37K
TH
1413
TCTC Holdings
Texas
$1.03K
CFS
1414
Compass Financial Services
Iowa
$977
CIA
1415
Cape Investment Advisory
Georgia
$644
JHCP
1416
Jackson Hole Capital Partners
Oklahoma
$641
SN
1417
Sittner & Nelson
Oregon
$632
HIA
1418
HFM Investment Advisors
New Jersey
$438
FF
1419
Friedenthal Financial
New Jersey
$317
RPA
1420
Redwood Park Advisors
California
$267
SA
1421
Strategic Advocates
Utah
$158
Thrivent Financial for Lutherans
1422
Thrivent Financial for Lutherans
Minnesota
TNA
1423
True North Advisors
Texas
SNWA
1424
Siligmueller & Norvid Wealth Advisors
Illinois
GS
1425
GTS Securities
New York