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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
MTIC
401
Missouri Trust & Investment Company
Missouri
$4.76M -$49.3K -1,942 -1%
DP
402
Denver PWM
Colorado
$4.76M +$8.03K +316 +0.2%
CW
403
Code Waechter
Florida
$4.75M -$158K -6,229 -3%
BFS
404
Bradley Foster & Sargent
Connecticut
$4.68M -$68.3K -2,690 -1%
EWM
405
Elmwood Wealth Management
California
$4.68M +$105K +4,119 +2%
IAN
406
Integrated Advisors Network
Texas
$4.65M -$57.6K -2,267 -1%
PWM
407
Paulson Wealth Management
Illinois
$4.65M -$289K -11,370 -6%
CFG
408
Carr Financial Group
Massachusetts
$4.62M -$16.8M -661,962 -79%
AMG
409
Asset Management Group
Connecticut
$4.58M -$35.3K -1,391 -0.8%
IWMA
410
Ironwood Wealth Management (Arizona)
Arizona
$4.54M -$479K -18,865 -10%
CPA
411
Cathy Pareto & Associates
Florida
$4.5M -$1.17K -46 -0%
CFG
412
Chapman Financial Group
Hawaii
$4.43M +$484K +19,064 +13%
SWM
413
Shelton Wealth Management
Texas
$4.42M -$303K -11,936 -7%
HCM
414
Hollencrest Capital Management
California
$4.39M -$39.7K -1,564 -0.9%
MW
415
Maia Wealth
Colorado
$4.39M +$476K +18,735 +13%
HKIMG
416
Hutchens & Kramer Investment Management Group
Indiana
$4.37M -$495K -19,488 -11%
SFS
417
Sowell Financial Services
Arkansas
$4.37M +$947K +37,275 +29%
CIBC Private Wealth Group
418
CIBC Private Wealth Group
Georgia
$4.36M +$859K +33,809 +26%
FVIM
419
Fort Vancouver Investment Management
Washington
$4.35M -$85.6K -3,370 -2%
RWB
420
RMR Wealth Builders
New Jersey
$4.34M -$84K -3,309 -2%
FFA
421
First Foundation Advisors
California
$4.3M +$42.7K +1,682 +1%
EWA
422
Exencial Wealth Advisors
Oklahoma
$4.29M -$225K -8,867 -5%
SHGA
423
Sand Hill Global Advisors
California
$4.21M
VAF
424
Values Added Financial
District of Columbia
$4.18M -$244K -9,613 -6%
MIA
425
MeadowBrook Investment Advisors
Michigan
$4.18M -$79.4K -3,125 -2%