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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
WP
501
Westmount Partners
California
$2.79M
SCM
502
Stordahl Capital Management
Colorado
$2.78M -$82.8K -3,262 -3%
WA
503
Win Advisors
Florida
$2.71M +$2.61M +102,882 New
PFC
504
Phocas Financial Corp
California
$2.69M
ZF
505
Zhang Financial
Michigan
$2.68M +$13.3K +524 +0.5%
BFPW
506
BOK Financial Private Wealth
Colorado
$2.67M -$20.6K -812 -0.8%
JFGLC
507
Johnson Financial Group LLC (Colorado)
Colorado
$2.65M
AV
508
Aspiring Ventures
Ohio
$2.64M -$112K -4,420 -4%
CFGSD
509
Compass Financial Group (South Dakota)
South Dakota
$2.63M +$10.6K +417 +0.4%
CWM
510
Cabot Wealth Management
Massachusetts
$2.62M -$28K -1,104 -1%
MAG
511
Mayfair Advisory Group
Alabama
$2.6M -$25.1K -990 -1%
CWM
512
CCG Wealth Management
California
$2.59M -$15.2K -597 -0.6%
Empower Advisory Group
513
Empower Advisory Group
Colorado
$2.55M +$998K +39,318 +68%
HAP
514
Harbor Asset Planning
Massachusetts
$2.55M +$6.14K +242 +0.3%
WI
515
Wedgewood Investors
Pennsylvania
$2.54M +$559 +22 +0%
S
516
SignatureFD
Georgia
$2.53M +$2.06K +81 +0.1%
DSC
517
Duncker Streett & Co
Missouri
$2.5M -$25 -1 -0%
PL
518
Plancorp LLC
Missouri
$2.48M -$988K -38,887 -29%
LTL
519
Lowery Thomas LLC
California
$2.47M -$10.6K -418 -0.4%
AWM
520
AE Wealth Management
Kansas
$2.47M +$675K +26,564 +39%
BRWA
521
B. Riley Wealth Advisors
Florida
$2.46M +$17.2K +678 +0.7%
MCM
522
Mitchell Capital Management
Kansas
$2.46M +$27.1K +1,067 +1%
CFO
523
Callan Family Office
Pennsylvania
$2.45M
OC
524
Oppenheimer & Co
New York
$2.44M +$7.72K +304 +0.3%
BCM
525
Brookstone Capital Management
Illinois
$2.44M -$243K -9,584 -9%