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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
FFN
201
Focus Financial Network
Minnesota
$17.6M
SSWM
202
Sheets Smith Wealth Management
North Carolina
$17.6M
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$17.4M
RCIM
204
Red Cedar Investment Management
Michigan
$17.3M
WCM
205
Winthrop Capital Management
Indiana
$17.2M
LCM
206
Leisure Capital Management
California
$16.9M
TLP
207
Trinity Legacy Partners
Texas
$16.3M
WMWM
208
Wilkins Miller Wealth Management
Alabama
$16.2M
AT
209
Arlington Trust
Alabama
$16M
FI
210
FIDELIS iM
Oregon
$15.5M
MBI
211
May Barnhard Investments
Maryland
$15.3M
EH
212
Equitable Holdings
New York
$14.9M
FLPIM
213
F.L. Putnam Investment Management
Massachusetts
$14.7M
SPC
214
Sigma Planning Corp
Michigan
$14.7M
VCM
215
Vivaldi Capital Management
Illinois
$14.1M
MWM
216
MinichMacGregor Wealth Management
New York
$14.1M
BCP
217
Blackhawk Capital Partners
Wisconsin
$14.1M
PGFC
218
Peapack-Gladstone Financial Corp
New Jersey
$14M
SF
219
Summit Financial
New Jersey
$13.8M
AIA
220
Arcadia Investment Advisors
Idaho
$13.8M
BW
221
Balance Wealth
Ohio
$13.7M
FF
222
Farnam Financial
Arizona
$13.7M
LPAM
223
Lodestar Private Asset Management
California
$13.7M
ACG
224
Allen Capital Group
Nebraska
$13.6M
RWA
225
Redhawk Wealth Advisors
Minnesota
$13.5M