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Schwab US Large- Cap ETF

1,420 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 110 funds opening new positions, 485 increasing their positions, 565 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:

0.59% less ownership

Funds ownership: 47.63%47.04% (-0.59%)

2% less funds holding in top 10

Funds holding in top 10: 193190 (-3)

14% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 565

Holders
1,420
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
MWA
201
MFA Wealth Advisors
Pennsylvania
$17.7M
FFN
202
Focus Financial Network
Minnesota
$17.6M
SSWM
203
Sheets Smith Wealth Management
North Carolina
$17.6M
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$17.4M
RCIM
205
Red Cedar Investment Management
Michigan
$17.3M
WCM
206
Winthrop Capital Management
Indiana
$17.2M
LCM
207
Leisure Capital Management
California
$16.9M
SA
208
Sanctuary Advisors
Indiana
$16.4M
TLP
209
Trinity Legacy Partners
Texas
$16.3M
WMWM
210
Wilkins Miller Wealth Management
Alabama
$16.2M
AT
211
Arlington Trust
Alabama
$16M
FI
212
FIDELIS iM
Oregon
$15.5M
IA
213
IFP Advisors
Florida
$15.5M
MBI
214
May Barnhard Investments
Maryland
$15.3M
EH
215
Equitable Holdings
New York
$14.9M
FLPIM
216
F.L. Putnam Investment Management
Massachusetts
$14.7M
SPC
217
Sigma Planning Corp
Michigan
$14.7M
VCM
218
Vivaldi Capital Management
Illinois
$14.1M
MWM
219
MinichMacGregor Wealth Management
New York
$14.1M
BCP
220
Blackhawk Capital Partners
Wisconsin
$14.1M
PGFC
221
Peapack-Gladstone Financial Corp
New Jersey
$14M
SF
222
Summit Financial
New Jersey
$13.8M
AIA
223
Arcadia Investment Advisors
Idaho
$13.8M
BW
224
Balance Wealth
Ohio
$13.7M
FF
225
Farnam Financial
Arizona
$13.7M