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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
HIC
526
Holderness Investments Company
North Carolina
$2.43M -$84.1K -3,310 -3%
PCM
527
Parsons Capital Management
Rhode Island
$2.42M +$88.4K +3,483 +4%
FWP
528
FAS Wealth Partners
Kansas
$2.41M -$40.8K -1,605 -2%
SEEDPG
529
S.E.E.D. Planning Group
New York
$2.4M -$78.1K -3,076 -3%
VP
530
Verum Partners
North Carolina
$2.39M +$2.9K +114 +0.1%
WAM
531
Worth Asset Management
Texas
$2.38M -$273K -10,737 -11%
CFG
532
Cooper Financial Group
California
$2.38M +$198K +7,812 +9%
WTC
533
WhitTier Trust Company
Nevada
$2.38M +$10.9K +430 +0.5%
RWM
534
Rialto Wealth Management
New York
$2.37M -$13.6K -537 -0.6%
CA
535
Capital Advantage
California
$2.37M +$5.64K +222 +0.2%
RAG
536
RIA Advisory Group
Iowa
$2.37M -$268K -10,539 -10%
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$2.34M +$534K +21,045 +31%
SF
538
Seros Financial
Arizona
$2.34M +$107K +4,209 +5%
RZH
539
Relyea Zuckerberg Hanson
Connecticut
$2.33M
ISFAN
540
Investor's Fiduciary Advisor Network
Washington
$2.33M +$218K +8,584 +11%
OF
541
Outfitter Financial
Maine
$2.31M -$20.8K -820 -0.9%
AC
542
Apella Capital
Connecticut
$2.31M +$1.98M +78,134 +759%
RF
543
RHS Financial
California
$2.31M -$78.8K -3,102 -3%
SP
544
Successful Portfolios
Florida
$2.3M +$99.3K +3,910 +5%
SWM
545
Stockman Wealth Management
Montana
$2.27M -$132K -5,180 -6%
AIS
546
American Investment Services
Massachusetts
$2.27M +$6.32K +249 +0.3%
LKBC
547
L.K. Benson & Company
Maryland
$2.26M +$16.7K +656 +0.8%
DTC
548
Davidson Trust Company
Washington
$2.25M
CPA
549
Clear Point Advisors
New York
$2.25M -$64.5K -2,538 -3%
ECM
550
Elgethun Capital Management
South Dakota
$2.24M -$61.4K -2,419 -3%