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Schwab US Large- Cap ETF

1,440 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: $26.7B → $28.7B (+$2.01B)

3% more funds holding

Funds holding: 1,4041,440 (+36)

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
1,440
Holders Change
+36
Holders Change %
+2.56%
% of All Funds
18.9%
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
ASN
276
Advisory Services Network
Georgia
$10.2M +$122K +4,795 +1%
IC
277
IEQ Capital
California
$9.99M +$3.33M +131,203 +53%
FIA
278
Foundations Investment Advisors
Arizona
$9.96M -$18.1M -714,439 -65%
PAG
279
Private Advisor Group
New Jersey
$9.95M +$261K +10,274 +3%
AC
280
Attessa Capital
Arizona
$9.94M -$226K -8,895 -2%
RFA
281
RTD Financial Advisors
Pennsylvania
$9.93M -$247K -9,711 -3%
GEM
282
Global Endowment Management
North Carolina
$9.88M +$41.5K +1,634 +0.4%
PA
283
Planning Alternatives
Michigan
$9.82M -$137K -5,378 -1%
GSAM
284
Grant Street Asset Management
Pennsylvania
$9.81M +$90.4K +3,560 +1%
VT
285
Vise Technologies
New York
$9.8M -$272K -10,715 -3%
MML Investors Services
286
MML Investors Services
Massachusetts
$9.8M -$353K -13,906 -4%
KF
287
K2 Financial
California
$9.78M -$385K -15,174 -4%
RG
288
Raine Group
New York
$9.59M +$13.9K +548 +0.2%
PIMG
289
Patriot Investment Management Group
Tennessee
$9.51M -$134K -5,282 -1%
CSF
290
Capital Squared Financial
Maryland
$9.43M +$769K +30,274 +9%
CWA
291
Consilium Wealth Advisory
Texas
$9.41M -$73.2K -2,882 -0.8%
LF
292
Lee Financial
Texas
$9.36M +$219K +8,614 +2%
USCWA
293
U.S. Capital Wealth Advisors
Texas
$9.36M -$286K -11,278 -3%
LPT
294
Legacy Private Trust
Wisconsin
$9.09M -$345K -13,579 -4%
PA
295
PFG Advisors
Arizona
$9.09M +$8.76M +345,064 New
AI
296
Atria Investments
North Carolina
$8.91M -$1.56M -61,412 -15%
Lido Advisors
297
Lido Advisors
California
$8.89M +$3.25M +127,944 +61%
EW
298
Element Wealth
Mississippi
$8.89M -$47.8K -1,884 -0.6%
AC
299
AlphaCore Capital
California
$8.75M +$334K +13,155 +4%
BIP
300
Blueprint Investment Partners
North Carolina
$8.73M -$119K -4,669 -1%