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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
CCG
626
Chatham Capital Group
Georgia
$1.67M
CI
627
CX Institutional
Indiana
$1.67M +$34.9K +1,373 +2%
P
628
&Partners
Tennessee
$1.66M +$155K +6,112 +11%
SWM
629
SeaCrest Wealth Management
New York
$1.66M -$52.4K -2,062 -3%
TAM
630
Townsend Asset Management
North Carolina
$1.65M -$133K -5,237 -8%
JJBC
631
James J. Burns & Company
New York
$1.64M -$10.1K -398 -0.6%
MCA
632
Millennium Capital Advisors
Arkansas
$1.63M -$45K -1,774 -3%
CTWM
633
Cherry Tree Wealth Management
Minnesota
$1.63M -$22.1K -872 -1%
FM
634
Family Management
New York
$1.62M +$203 +8 +0%
Brown Advisory
635
Brown Advisory
Maryland
$1.61M
CA
636
CWC Advisors
Oregon
$1.6M
KeyBank National Association
637
KeyBank National Association
Ohio
$1.6M +$308K +12,120 +25%
IA
638
IFG Advisory
Georgia
$1.6M +$31.3K +1,232 +2%
BIM
639
Breakwater Investment Management
Washington
$1.59M
JFG
640
Jefferies Financial Group
New York
$1.59M
IFS
641
Ifrah Financial Services
Arkansas
$1.58M -$71.6K -2,819 -4%
YIH
642
Y-Intercept (HK)
Hong Kong
$1.56M +$1.51M +59,405 New
HIP
643
HUB Investment Partners
Texas
$1.56M +$301K +11,841 +25%
HF
644
HRT Financial
New York
$1.56M -$2.74M -108,094 -65%
PCM
645
Passive Capital Management
Maryland
$1.56M
PWPS
646
Pinnacle Wealth Planning Services
Ohio
$1.55M +$22.2K +876 +2%
BPWM
647
Badgley Phelps Wealth Managers
Washington
$1.55M -$11.8K -465 -0.8%
BMCM
648
Bryn Mawr Capital Management
Pennsylvania
$1.55M -$602K -23,724 -29%
TW
649
TritonPoint Wealth
Maryland
$1.54M
CAM
650
Carret Asset Management
New York
$1.54M +$40.8K +1,605 +3%