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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
FIA
151
FPC Investment Advisory
California
$26.7M
SJIM
152
St. Johns Investment Management
Florida
$26.1M
SVWAG
153
Sound View Wealth Advisors Group
Georgia
$25.7M
LBC
154
Lowe Brockenbrough & Co
Virginia
$25.5M
BCI
155
Brinker Capital Investments
Pennsylvania
$25.2M
SFMG
156
Sage Financial Management Group
Virginia
$25.1M
DWM
157
Destination Wealth Management
California
$25.1M
Northern Trust
158
Northern Trust
Illinois
$24.9M
EL
159
Essex LLC
Illinois
$24.8M
SIC
160
Salem Investment Counselors
North Carolina
$24.8M
AA
161
Ancora Advisors
Ohio
$24.6M
MF
162
Manchester Financial
California
$24.5M
PWM
163
Prosperity Wealth Management
California
$24M
CFIA
164
Cantor Fitzgerald Investment Advisors
New York
$23.8M
CCA
165
Clearwater Capital Advisors
Illinois
$23.8M
BIA
166
Bell Investment Advisors
California
$23.7M
VFIC
167
Valley Forge Investment Consultants
Pennsylvania
$23.3M
TFA
168
Transamerica Financial Advisors
Florida
$23.1M
SFC
169
Sprinkle Financial Consultants
Colorado
$23.1M
KHC
170
Koesten Hirschmann & Crabtree
Kansas
$22.9M
TI
171
Truepoint Inc
Ohio
$22.2M
WA
172
WBH Advisory
Maryland
$22.1M
BBPWM
173
Blue Bell Private Wealth Management
Pennsylvania
$21.7M
HCM
174
Hengehold Capital Management
Ohio
$21.5M
ACM
175
Alpha Capital Management
Texas
$21.4M