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Schwab US Large- Cap ETF

1,439 hedge funds and large institutions have $28.7B invested in Schwab US Large- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 494 increasing their positions, 568 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $311K

129% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $26.6B → $28.7B (+$2.01B)

3% more funds holding

Funds holding: 1,4021,439 (+37)

0.57% less ownership

Funds ownership: 47.68%47.11% (-0.57%)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

13% less repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 568

Holders
1,439
Holders Change
+37
Holders Change %
+2.64%
% of All Funds
18.89%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
2.53%
New
112
Increased
494
Reduced
568
Closed
49
Calls
$1.68M
Puts
$311K
Net Calls
+$1.37M
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
226
Lodestar Private Asset Management
California
$13.7M -$285K -11,235 -2%
ACG
227
Allen Capital Group
Nebraska
$13.6M +$462K +18,194 +4%
RWA
228
Redhawk Wealth Advisors
Minnesota
$13.5M -$724K -28,509 -5%
CFO
229
CVA Family Office
Colorado
$13.4M +$315K +12,390 +3%
BlackRock
230
BlackRock
New York
$13.3M +$10.5M +414,976 +454%
GC
231
Grimes & Company
Massachusetts
$13.3M -$25.2K -994 -0.2%
CIA
232
Concurrent Investment Advisors
Florida
$13.2M +$1.1M +43,142 +9%
KW
233
Keyvantage Wealth
Pennsylvania
$13.2M -$261K -10,285 -2%
EF
234
Envision Financial
Wisconsin
$13.2M -$505K -19,883 -4%
CCA
235
Cobblestone Capital Advisors
New York
$13.1M -$204K -8,016 -2%
MWM
236
Mission Wealth Management
California
$13.1M -$1.18M -46,582 -9%
SFPM
237
Sensible Financial Planning & Management
Massachusetts
$13M -$304K -11,961 -2%
SAI
238
Savvy Advisors Inc
New York
$13M +$2.28M +89,615 +22%
WA
239
Waverly Advisors
Alabama
$13M +$15.2K +599 +0.1%
ELM
240
Elite Life Management
Florida
$12.7M +$2.45M +96,668 +25%
FLFS
241
Family Legacy Financial Solutions
North Carolina
$12.7M +$1.56M +61,268 +15%
BAMG
242
Brand Asset Management Group
Missouri
$12.6M +$2.44M +96,214 +25%
IWM
243
IHT Wealth Management
Illinois
$12.5M +$1.03M +40,553 +9%
NSAM
244
North Star Asset Management
Wisconsin
$12.4M -$390K -15,366 -3%
GCM
245
G2 Capital Management
Ohio
$12.4M -$27.9K -1,097 -0.2%
SCM
246
SCS Capital Management
Massachusetts
$12.2M +$1.55K +61 +0%
EA
247
Enclave Advisors
Texas
$12.2M -$1.02M -40,315 -8%
NA
248
NewEdge Advisors
Louisiana
$12.1M -$75.4K -2,971 -0.6%
RA
249
Riversedge Advisors
Delaware
$11.9M -$3.13M -123,241 -21%
MFA
250
Morling Financial Advisors
California
$11.8M -$21.3K -837 -0.2%