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Schwab US Large- Cap ETF

1,403 hedge funds and large institutions have $28.5B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 481 increasing their positions, 555 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:

0.68% less ownership

Funds ownership: 47.6%46.92% (-0.68%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

13% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 555

Holders
1,403
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
AIIMS
1426
Analyst IMS Investment Management Services
Israel
CFG
1427
Carter Financial Group
Illinois
PFP
1428
Pinnacle Financial Partners
Tennessee
CWA
1429
Capital Wealth Alliance
Arizona
FA
1430
FSA Advisors
Michigan
SI
1431
Shaker Investments
Ohio
SFG
1432
Socha Financial Group
New York
AAS
1433
Annex Advisory Services
Wisconsin
AWM
1434
Atticus Wealth Management
Florida
OW
1435
Olistico Wealth
Oklahoma
FFO
1436
Fortitude Family Office
Arizona
SO
1437
Sierra Ocean
California
BMM
1438
Berkshire Money Management
Massachusetts
MWM
1439
MorganRosel Wealth Management
Colorado
NS
1440
NBC Securities
Alabama
BA
1441
Bellwether Advisors
Nebraska
MAWAG
1442
Mid-American Wealth Advisory Group
Missouri
SAM
1443
S.A. Mason
Michigan
BFP
1444
Briaud Financial Planning
Texas
AG
1445
AmeriFlex Group
Nevada
LFA
1446
Legend Financial Advisors
Pennsylvania
PP
1447
Pacifica Partners
Canada
TVWM
1448
Tower View Wealth Management
Wisconsin
WWM
1449
Wolff Wiese Magana
California
WTFG
1450
Wood Tarver Financial Group
Idaho