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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
BBHC
551
Brown Brothers Harriman & Co
New York
$2.24M -$1.29K -51 -0.1%
EW
552
Evoke Wealth
California
$2.23M
BOC
553
Bull Oak Capital
California
$2.23M
AF
554
Advisornet Financial
Minnesota
$2.22M -$424K -16,708 -17%
SOS
555
Silver Oak Securities
Tennessee
$2.22M +$1.37M +54,128 +180%
RL
556
Retireful LLC
Michigan
$2.2M +$2.12M +83,388 New
PS
557
Principal Securities
Iowa
$2.19M -$216K -8,495 -9%
MFT
558
Moisand Fitzgerald Tamayo
Florida
$2.16M -$41.9K -1,651 -2%
CIA
559
Capital Investment Advisors
Georgia
$2.15M -$304K -11,982 -13%
PWW
560
Pettyjohn Wood & White
Virginia
$2.15M
WC
561
Wynn Capital
Georgia
$2.13M
AOWM
562
Alpha Omega Wealth Management
Virginia
$2.11M -$4.01K -158 -0.2%
SQA
563
Simon Quick Advisors
New Jersey
$2.1M -$182K -7,154 -8%
RWMH
564
Riverpoint Wealth Management Holdings
Illinois
$2.1M -$193K -7,601 -9%
PFA
565
Plotkin Financial Advisors
Maryland
$2.09M -$533 -21 -0%
PFA
566
Pinnacle Family Advisors
Missouri
$2.08M +$135K +5,324 +7%
MSWMA
567
Market Street Wealth Management Advisors
Indiana
$2.07M -$23.4K -923 -1%
BIM
568
Bridges Investment Management
Nebraska
$2.06M +$1.99M +78,281 New
EWM
569
Evolution Wealth Management
Florida
$2.06M +$815K +32,079 +70%
SCM
570
Saxony Capital Management
Missouri
$2.06M -$1.66M -65,214 -45%
BFG
571
Bouchey Financial Group
New York
$2.05M -$1.65K -65 -0.1%
AA
572
Alesco Advisors
New York
$2.04M +$13K +513 +0.7%
CFD
573
Creative Financial Designs
Indiana
$2.04M +$249K +9,804 +15%
MSG
574
Main Street Group
Virginia
$2.02M +$133K +5,257 +7%
PFWA
575
Paces Ferry Wealth Advisors
Georgia
$2.01M -$34.8K -1,369 -2%