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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
WCFA
301
Walkner Condon Financial Advisors
Wisconsin
$8.69M -$158K -6,219 -2%
OPWM
302
Oakwell Private Wealth Management
Texas
$8.64M -$8.74K -344 -0.1%
TRCT
303
Tower Research Capital (TRC)
New York
$8.63M +$914K +35,991 +12%
CFA
304
Cahill Financial Advisors
Minnesota
$8.41M -$752K -29,630 -8%
TCM
305
Tradewinds Capital Management
Washington
$8.28M -$56.7K -2,233 -0.7%
NCM
306
Northwest Capital Management
Oregon
$8.21M -$2.5M -98,543 -24%
CWM
307
Circle Wealth Management
New Jersey
$8.17M
CWM
308
Castle Wealth Management
Florida
$8.07M -$159K -6,250 -2%
TPA
309
Trivium Point Advisory
Connecticut
$7.99M -$290K -11,416 -4%
SP
310
SWS Partners
Ohio
$7.97M -$157K -6,201 -2%
CPRC
311
Consolidated Portfolio Review Corp
New York
$7.91M +$355K +13,995 +5%
AIM
312
AMI Investment Management
Indiana
$7.9M -$523K -20,607 -6%
NIM
313
Nicollet Investment Management
Minnesota
$7.73M -$482K -18,977 -6%
VI
314
VanderPol Investments
Michigan
$7.71M +$431K +16,988 +6%
GI
315
Gradient Investments
Minnesota
$7.67M -$507K -19,977 -6%
MW
316
MBL Wealth
North Carolina
$7.61M +$87.5K +3,445 +1%
MHR
317
Matthew Hamilton Rosenberg
$7.56M -$80.6K -3,174 -1%
GGI
318
GPM Growth Investors
Michigan
$7.54M +$14.3K +562 +0.2%
HG
319
Harbor Group
New Hampshire
$7.54M -$124K -4,868 -2%
ACM
320
Arcataur Capital Management
Wisconsin
$7.53M -$46.6K -1,836 -0.6%
RTL
321
Red Tortoise LLC
Georgia
$7.52M +$353K +13,894 +5%
FSWA
322
Financial Synergies Wealth Advisors
Texas
$7.48M -$52.5K -2,066 -0.7%
BAM
323
Berkshire Asset Management
Pennsylvania
$7.44M +$188K +7,414 +3%
GCA
324
Gradient Capital Advisors
California
$7.37M -$67.9K -2,673 -0.9%
ATWA
325
Arbor Trust Wealth Advisors
Michigan
$7.36M +$310K +12,218 +5%