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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
AMM
251
American Money Management
California
$11.8M -$239K -9,424 -2%
CA
252
CoreCap Advisors
Michigan
$11.7M +$2.61M +102,935 +30%
FFP
253
Frisco Financial Planning
Texas
$11.6M -$1.04M -41,030 -8%
FF
254
Farrell Financial
New York
$11.6M -$108K -4,262 -1%
CHA
255
Cooper/Haims Advisors
New York
$11.5M -$266K -10,482 -2%
EWP
256
Elevation Wealth Partners
California
$11.5M +$166K +6,518 +2%
SFWC
257
Strategic Family Wealth Counselors
New Jersey
$11.5M +$7.77K +306 +0.1%
SC
258
Sykon Capital
New York
$11.3M +$10.9M +429,831 New
RWP
259
Revolve Wealth Partners
New Jersey
$11.3M -$56.8K -2,238 -0.5%
LWM
260
LongView Wealth Management
Georgia
$11.2M -$143K -5,636 -1%
AWE
261
Avidian Wealth Enterprises
Texas
$11.2M -$26.9K -1,058 -0.2%
MFG
262
Merit Financial Group
Georgia
$11.2M -$1.06M -41,696 -9%
LFG
263
Leverty Financial Group
Wisconsin
$11.1M -$113K -4,459 -1%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$11M -$154K -6,049 -1%
AWM
265
Apollon Wealth Management
South Carolina
$11M +$3.57M +140,479 +51%
CG
266
Caprock Group
Idaho
$11M +$10.9M +428,610 New
NP
267
NorthRock Partners
Minnesota
$10.8M +$225K +8,857 +2%
ADL
268
Asset Dedication LLC
California
$10.7M -$241K -9,503 -2%
GFP
269
Guardian Financial Partners
California
$10.7M -$11.3K -443 -0.1%
RWRC
270
R.W. Roge & Company
New York
$10.6M -$62.3K -2,455 -0.6%
SCP
271
Stevens Capital Partners
Nebraska
$10.5M +$1.48M +58,267 +17%
MA
272
MBA Advisors
Pennsylvania
$10.4M -$99.4K -3,913 -1%
LAM
273
L2 Asset Management
Massachusetts
$10.3M +$3.4M +133,819 +52%
CPL
274
CAP Partners LLC
Tennessee
$10.3M +$292K +11,494 +3%
UAG
275
United Advisor Group
Ohio
$10.2M +$2.61M +102,910 +36%