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Schwab US Large- Cap ETF

1,439 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: $26.6B → $28.7B (+$2.01B)

3% more funds holding

Funds holding: 1,4021,439 (+37)

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
1,439
Holders Change
+37
Holders Change %
+2.64%
% of All Funds
18.89%
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
CAM
51
Cresset Asset Management
Illinois
$74.7M +$712K +28,045 +1%
SAM
52
Standpoint Asset Management
Arizona
$72.4M -$12.5M -492,400 -15%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$71.6M +$687K +27,063 +1%
Osaic Holdings
54
Osaic Holdings
Arizona
$69.7M +$34.3M +1,348,961 +103%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$69.4M +$4.14M +162,873 +7%
BAAM
56
Baker Avenue Asset Management
California
$68.6M +$1.78M +70,091 +3%
ACA
57
Aptus Capital Advisors
Alabama
$67.7M +$449K +17,691 +0.7%
JIP
58
Jaffetilchin Investment Partners
Florida
$67.5M +$125K +4,905 +0.2%
NC
59
NewSquare Capital
Pennsylvania
$67.3M +$1.62M +63,606 +3%
BSB
60
Bangor Savings Bank
Maine
$66.8M -$1.12M -44,239 -2%
SC
61
Savant Capital
Illinois
$65.8M +$606K +23,870 +1%
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$65.7M +$152K +5,990 +0.2%
BFG
63
Berger Financial Group
Minnesota
$62.3M +$1.41M +55,347 +2%
JP Morgan Chase
64
JP Morgan Chase
New York
$61.3M -$341K -13,412 -0.6%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$60.6M +$1.68M +66,197 +3%
FMP
66
Financial Management Professionals
Texas
$60.3M +$853K +33,571 +1%
LWMT
67
Legacy Wealth Management (Tennessee)
Tennessee
$60.1M -$1.56M -61,369 -3%
CI
68
CacheTech Inc
Utah
$59.7M -$11.7M -461,294 -17%
AWMG
69
Alliance Wealth Management Group
New Jersey
$59.1M -$904K -35,612 -2%
TCM
70
Towercrest Capital Management
Pennsylvania
$59.1M -$904K -35,612 -2%
Wells Fargo
71
Wells Fargo
California
$57.4M +$5.99M +235,717 +12%
RWM
72
RKL Wealth Management
Pennsylvania
$57.1M -$4.27M -168,297 -7%
AWM
73
Adams Wealth Management
Utah
$57M -$12.1M -477,762 -18%
AQR Capital Management
74
AQR Capital Management
Connecticut
$57M +$30.9M +1,216,027 +128%
HI
75
Harbour Investments
Wisconsin
$55.3M +$1.18M +46,488 +2%