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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
PWM
451
Penobscot Wealth Management
Maine
$3.59M +$259K +10,197 +8%
AWM
452
Axxcess Wealth Management
California
$3.59M -$223K -8,787 -6%
PIA
453
Pinion Investment Advisors
Kansas
$3.59M +$71.5K +2,816 +2%
PAI
454
Pittenger & Anderson Inc
Nebraska
$3.58M -$6.22K -245 -0.2%
ACM
455
Armbruster Capital Management
New York
$3.55M -$635 -25 -0%
HWMG
456
Hurlow Wealth Management Group
Indiana
$3.53M -$13.8K -544 -0.4%
CCM
457
Condor Capital Management
New Jersey
$3.51M -$36.6K -1,442 -1%
DWM
458
Dakota Wealth Management
Florida
$3.48M -$451K -17,765 -12%
CB
459
Commerce Bank
Missouri
$3.48M -$74K -2,914 -2%
NA
460
Nottingham Advisors
New York
$3.46M -$282K -11,089 -8%
TWG
461
The Wealth Group
Minnesota
$3.45M -$6.75K -266 -0.2%
VWA
462
VERITY Wealth Advisors
United States
$3.44M
FA
463
Fagan Associates
New York
$3.43M -$5.82K -229 -0.2%
MAMG
464
Milestone Asset Management Group
Connecticut
$3.43M +$52.3K +2,060 +2%
1WM
465
1900 Wealth Management
Texas
$3.41M -$89.9K -3,539 -3%
TIA
466
Traphagen Investment Advisors
New Jersey
$3.38M +$450K +17,710 +16%
RC
467
Roundview Capital
New Jersey
$3.34M -$24.2K -952 -0.7%
Lazard Asset Management
468
Lazard Asset Management
New York
$3.34M
BFM
469
Broadview Financial Management
Wisconsin
$3.34M -$88.9K -3,500 -3%
RC
470
Rovin Capital
Arizona
$3.33M +$860K +33,851 +37%
CCWA
471
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.3M +$51.9K +2,045 +2%
CAI
472
Capital Advisors Inc
Oklahoma
$3.25M -$149K -5,886 -5%
TIAA Trust, National Association
473
TIAA Trust, National Association
North Carolina
$3.23M +$102K +3,997 +3%
GHA
474
GW Henssler & Associates
Georgia
$3.22M +$53.3K +2,099 +2%
MFWP
475
Mosaic Family Wealth Partners
Missouri
$3.22M +$38.6K +1,519 +1%