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