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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
GG
126
Gleason Group
Kentucky
$33.1M
HWM
127
HRC Wealth Management
Idaho
$33.1M
DAS
128
Dynamic Advisor Solutions
Arizona
$33.1M
BA
129
Bristlecone Advisors
Washington
$32.3M
DBRC
130
D.B. Root & Company
Pennsylvania
$32.3M
Stifel Financial
131
Stifel Financial
Missouri
$32.3M
MCM
132
MAI Capital Management
Ohio
$32.2M
UBS Group
133
UBS Group
Switzerland
$31.9M
EFG
134
Ethos Financial Group
Pennsylvania
$31.8M
PAG
135
Powers Advisory Group
Illinois
$31.5M
PPH
136
Pure Portfolios Holdings
Oregon
$31.4M
PWM
137
Perigon Wealth Management
California
$31.3M
CKAIS
138
Christensen King & Associates Investment Services
Washington
$30.9M
AIM
139
Anchor Investment Management
South Carolina
$30.4M
GA
140
Gordian Advisors
Arizona
$30.3M
ACA
141
Ascension Capital Advisors
Texas
$30.2M
AIP
142
Almanack Investment Partners
Pennsylvania
$30.1M
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$29.2M
SAM
144
Sawgrass Asset Management
Florida
$28.4M
EWM
145
Empirical Wealth Management
Washington
$28.3M
PWM
146
Provident Wealth Management
Tennessee
$28.2M
Goldman Sachs
147
Goldman Sachs
New York
$27.8M
CAG
148
Csenge Advisory Group
Florida
$27.6M
KLI
149
Kelman-Lazarov Inc
Tennessee
$27.1M
MIA
150
Milestone Investment Advisors
Wisconsin
$26.9M