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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
CA
651
CGN Advisors
Kansas
$1.53M -$67.2K -2,646 -4%
SHA
652
Seneca House Advisors
Virginia
$1.5M +$174K +6,844 +14%
GG
653
GenWealth Group
New Jersey
$1.5M -$45.1K -1,777 -3%
GIM
654
Glenmede Investment Management
Pennsylvania
$1.5M -$37.6K -1,479 -3%
SSW
655
Stone Summit Wealth
Florida
$1.5M -$21.8K -860 -1%
AMIM
656
Aull & Monroe Investment Management
Alabama
$1.49M +$90.8K +3,577 +7%
TFP
657
Tilia Fiduciary Partners
North Carolina
$1.49M -$45.6K -1,794 -3%
CCFM
658
Clear Creek Financial Management
Washington
$1.49M +$12.9K +509 +0.9%
SIMG
659
Sonora Investment Management Group
Arizona
$1.48M +$71.7K +2,822 +5%
EA
660
Evolution Advisers
Virginia
$1.47M
BIG
661
Brooklyn Investment Group
New York
$1.47M +$24.2K +953 +2%
KIA
662
KCM Investment Advisors
California
$1.46M -$15.2K -600 -1%
KWM
663
Kingsview Wealth Management
Oregon
$1.44M +$58.8K +2,314 +4%
TYCC
664
Texas Yale Capital Corp
Florida
$1.44M +$19.2K +755 +1%
FAG
665
Fortitude Advisory Group
Washington
$1.44M -$20K -787 -1%
EMC
666
Everest Management Corp
California
$1.43M
VCWA
667
Vanguard Capital Wealth Advisors
Colorado
$1.43M +$3.81K +150 +0.3%
TPI
668
Trust Point Inc
Wisconsin
$1.38M
MA
669
MONECO Advisors
Connecticut
$1.38M -$30.2K -1,188 -2%
GRP
670
Global Retirement Partners
California
$1.37M -$44.8K -1,766 -3%
CAL
671
Capital Analysts LLC
Pennsylvania
$1.35M +$17.7K +697 +1%
SH
672
SLT Holdings
Arizona
$1.35M +$1.3M +51,254 New
AIMC
673
Alley Investment Management Company
Illinois
$1.34M -$6.14K -242 -0.5%
VC
674
Veery Capital
Delaware
$1.34M -$88.5K -3,484 -6%
FWI
675
Facet Wealth Inc
Maryland
$1.33M +$31.1K +1,224 +2%