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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
KWA
701
Kondo Wealth Advisors
California
$1.18M +$33K +1,300 +3%
DB
702
Dravo Bay
Delaware
$1.17M +$194K +7,648 +21%
HWA
703
HHM Wealth Advisors
Tennessee
$1.17M
FCM
704
Firestone Capital Management
Florida
$1.17M +$990 +39 +0.1%
LWMI
705
Landmark Wealth Management (Illinois)
Illinois
$1.17M -$11.7K -459 -1%
Vanguard Group
706
Vanguard Group
Pennsylvania
$1.17M -$24.9K -982 -2%
HR
707
Howe & Rusling
New York
$1.17M -$137K -5,386 -11%
OP
708
ORG Partners
Indiana
$1.17M
SAM
709
Smartleaf Asset Management
Massachusetts
$1.16M +$342K +13,475 +44%
HCP
710
Hardin Capital Partners
South Carolina
$1.16M -$255K -10,060 -19%
EAM
711
Everstar Asset Management
North Carolina
$1.16M -$74.4K -2,931 -6%
SNPAM
712
St. Nicholas Private Asset Management
Florida
$1.16M +$18.6K +733 +2%
FWCM
713
Ferguson Wellman Capital Management
Oregon
$1.16M +$17.5K +690 +2%
CA
714
Calton & Associates
Florida
$1.15M -$3.62M -142,705 -77%
SC
715
Schoolcraft Capital
Colorado
$1.14M -$35.9K -1,415 -3%
RDFA
716
Ritter Daniher Financial Advisory
Ohio
$1.14M +$2.87K +113 +0.3%
APP
717
Avantax Planning Partners
Iowa
$1.14M +$352K +13,880 +47%
CAG
718
Compass Advisory Group
New York
$1.13M -$39.8K -1,566 -4%
JF
719
Joule Financial
Kentucky
$1.13M -$113K -4,459 -9%
EFS
720
Econ Financial Services
Pennsylvania
$1.12M -$31.1K -1,223 -3%
VBFG
721
Vishria Bird Financial Group
Tennessee
$1.12M -$152 -6 -0%
Fisher Asset Management
722
Fisher Asset Management
Washington
$1.11M +$400K +15,771 +60%
LIA
723
Lynx Investment Advisory
District of Columbia
$1.11M -$180K -7,073 -14%
CWA
724
Carolina Wealth Advisors
South Carolina
$1.11M -$4.17M -164,124 -80%
RPGK
725
Retirement Planning Group (Kansas)
Kansas
$1.1M -$6.91K -272 -0.6%