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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
SEIA
351
Signature Estate & Investment Advisors
California
$6.32M -$9.62K -379 -0.2%
Citigroup
352
Citigroup
New York
$6.24M +$799K +31,460 +15%
SG
353
Somerset Group
Minnesota
$6.22M +$510K +20,083 +9%
CWA
354
Cornerstone Wealth Advisors
Minnesota
$6.18M -$309K -12,179 -5%
FFG
355
Floyd Financial Group
Missouri
$6.09M -$980K -38,585 -14%
AL
356
Aspiriant LLC
California
$6.06M -$12.5K -491 -0.2%
William Blair & Company
357
William Blair & Company
Illinois
$6.04M -$22.7K -892 -0.4%
Kovitz Investment Group Partners
358
Kovitz Investment Group Partners
Illinois
$6.04M +$773K +30,449 +15%
PA
359
Parallel Advisors
California
$6.02M -$597K -23,510 -9%
SPI
360
Santori & Peters Inc
Pennsylvania
$5.98M -$209K -8,248 -4%
OFG
361
Omega Financial Group
California
$5.98M -$60.9K -2,399 -1%
USWG
362
U.S. Wealth Group
New York
$5.96M +$50.3K +1,980 +0.9%
Bank of New York Mellon
363
Bank of New York Mellon
New York
$5.95M -$302K -11,902 -5%
VCAM
364
Van Cleef Asset Management
Ohio
$5.94M -$130K -5,138 -2%
Natixis Advisors
365
Natixis Advisors
Massachusetts
$5.91M -$4.28M -168,511 -43%
NFG
366
Nations Financial Group
Iowa
$5.89M +$5.35M +210,611 +1,601%
GPFA
367
Game Plan Financial Advisors
Ohio
$5.85M -$131K -5,157 -3%
BJL
368
Brighton Jones LLC
Washington
$5.82M +$18.3K +720 +0.3%
AFP
369
Ausdal Financial Partners
Iowa
$5.79M -$94.6K -3,726 -2%
VPIM
370
Vanguard Personalized Indexing Management
California
$5.76M -$37.3K -1,468 -0.7%
ECML
371
Eagle Capital Management (Louisiana)
Louisiana
$5.73M +$115K +4,509 +2%
VA
372
Valmark Advisers
Ohio
$5.73M +$290K +11,416 +6%
B
373
Bailard
California
$5.71M -$44.6K -1,758 -0.8%
MF
374
Montis Financial
Massachusetts
$5.68M -$719K -28,312 -12%
SW
375
Simplicity Wealth
New Jersey
$5.67M +$5.47M +215,223 New