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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
CWA
376
Clearview Wealth Advisors
Oregon
$5.61M +$278K +10,928 +5%
SIC
377
Sigma Investment Counselors
Michigan
$5.6M +$14.1K +556 +0.3%
BIA
378
Bigelow Investment Advisors
Maine
$5.51M -$152K -5,975 -3%
IP
379
Ignite Planners
California
$5.48M +$11.6K +457 +0.2%
TWM
380
Thrive Wealth Management
Pennsylvania
$5.45M +$184K +7,255 +4%
Bank of Montreal
381
Bank of Montreal
Ontario, Canada
$5.42M +$89.1K +3,510 +2%
SAG
382
SageView Advisory Group
California
$5.35M +$3.92M +154,222 +315%
FA
383
Financial Advisors
Massachusetts
$5.29M -$531K -20,929 -9%
Pathstone Holdings
384
Pathstone Holdings
New Jersey
$5.29M +$519K +20,419 +11%
MCM
385
Mengis Capital Management
Oregon
$5.27M +$72.8K +2,868 +1%
BI
386
Berkeley Inc
Idaho
$5.27M -$106K -4,182 -2%
VFA
387
Valeo Financial Advisors
Indiana
$5.21M +$2.12M +83,423 +73%
RMC
388
Ring Mountain Capital
California
$5.13M -$43.4K -1,709 -0.9%
CFGA
389
Cambridge Financial Group (Arizona)
Arizona
$5.06M +$1.37K +54 +0%
APSI
390
Asset Planning Services Inc
Louisiana
$4.97M +$158K +6,227 +3%
KAS
391
Kestra Advisory Services
Texas
$4.92M -$131K -5,169 -3%
MWA
392
Muirfield Wealth Advisors
North Carolina
$4.9M -$42.3K -1,666 -0.9%
TC
393
Tenret Company
Florida
$4.88M
CP
394
Creekside Partners
California
$4.88M +$7.03K +277 +0.1%
WC
395
Waterloo Capital
Texas
$4.88M -$4.19K -165 -0.1%
Financial Engines Advisors
396
Financial Engines Advisors
California
$4.86M -$80.9K -3,184 -2%
SWP
397
Stratos Wealth Partners
Ohio
$4.85M +$1.21M +47,822 +35%
WAG
398
Winthrop Advisory Group
Massachusetts
$4.81M -$100K -3,937 -2%
PFM
399
Peak Financial Management
Massachusetts
$4.78M -$387K -15,257 -8%
TPCW
400
TD Private Client Wealth
New York
$4.78M -$55.7K -2,194 -1%