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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
LA
576
Lifeworks Advisors
Michigan
$2.01M -$442K -17,403 -19%
AIM
577
Aspen Investment Management
Michigan
$2.01M +$3.17K +125 +0.2%
CSI
578
Cross Staff Investments
New York
$2.01M -$50.2K -1,977 -3%
IFG
579
Independent Financial Group
California
$1.99M +$26.5K +1,043 +1%
WAG
580
Wiser Advisor Group
Arizona
$1.98M +$89.9K +3,540 +5%
GC
581
Garde Capital
Washington
$1.98M -$736 -29 -0%
EFG
582
Everhart Financial Group
Ohio
$1.97M -$456K -17,938 -19%
HT
583
Heritage Trust
Oklahoma
$1.97M
EWA
584
EverSource Wealth Advisors
Alabama
$1.96M +$1.19M +46,690 +168%
AFA
585
American Financial Advisors
Georgia
$1.94M -$86.1K -3,390 -4%
JWA
586
JFS Wealth Advisors
Pennsylvania
$1.94M +$12.5K +491 +0.7%
TFS
587
Thoroughbred Financial Services
Tennessee
$1.93M -$684K -26,919 -27%
NCM
588
Novare Capital Management
North Carolina
$1.93M -$4.72K -186 -0.3%
SWA
589
Sax Wealth Advisors
New Jersey
$1.93M +$71.2K +2,803 +4%
CMAI
590
Capital Management Associates Inc
Minnesota
$1.92M -$79.3K -3,121 -4%
FNBT
591
FineMark National Bank & Trust
Florida
$1.92M +$22.2K +876 +1%
Qube Research & Technologies (QRT)
592
Qube Research & Technologies (QRT)
United Kingdom
$1.9M +$1.41M +55,428 +334%
CIC
593
Cutler Investment Counsel
Oregon
$1.9M -$51 -2 -0%
GVAG
594
Great Valley Advisor Group
Delaware
$1.88M -$61.3K -2,414 -3%
CIA
595
Compass Ion Advisors
Pennsylvania
$1.87M +$1.65K +65 +0.1%
Russell Investments Group
596
Russell Investments Group
United Kingdom
$1.85M +$210K +8,284 +13%
OFS
597
Oldfather Financial Services
Nebraska
$1.85M +$26K +1,022 +1%
FG
598
Foster Group
Iowa
$1.85M +$4.75K +187 +0.3%
LIA
599
LBMC Investment Advisors
Tennessee
$1.85M -$236K -9,295 -12%
FCH
600
Freestone Capital Holdings
Washington
$1.84M +$1.35K +53 +0.1%