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Schwab US Large- Cap ETF

1,431 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, 489 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: 47.63%47.05% (-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: 489 | Existing positions reduced: 567

Holders
1,431
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
OWP
1451
Obermeyer Wealth Partners
Colorado
BFA
1452
Bright Financial Advisors
Michigan
I
1453
INVST
Indiana
BAM
1454
BOS Asset Management
Illinois
AIIMS
1455
Analyst IMS Investment Management Services
Israel
CFG
1456
Carter Financial Group
Illinois
PFPT
1457
Pinnacle Financial Partners (Tennessee)
Tennessee
CWA
1458
Capital Wealth Alliance
Arizona
FA
1459
FSA Advisors
Michigan
SI
1460
Shaker Investments
Ohio
SFG
1461
Socha Financial Group
New York
AAS
1462
Annex Advisory Services
Wisconsin
AWM
1463
Atticus Wealth Management
Florida
OW
1464
Olistico Wealth
Oklahoma
FFO
1465
Fortitude Family Office
Arizona
SO
1466
Sierra Ocean
California
BMM
1467
Berkshire Money Management
Massachusetts
MWM
1468
MorganRosel Wealth Management
Colorado
NS
1469
NBC Securities
Alabama
BA
1470
Bellwether Advisors
Nebraska
MAWAG
1471
Mid-American Wealth Advisory Group
Missouri
SAM
1472
S.A. Mason
Michigan
BFP
1473
Briaud Financial Planning
Texas
AG
1474
AmeriFlex Group
Nevada
LFA
1475
Legend Financial Advisors
Pennsylvania