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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
OFG
726
Orcam Financial Group
California
$1.1M +$102 +4 +0%
PFA
727
Petra Financial Advisors
Colorado
$1.09M -$143K -5,637 -12%
LKIM
728
Lawson Kroeker Investment Management
Nebraska
$1.09M
CCWM
729
Cassaday & Co Wealth Management
Virginia
$1.08M +$4.19K +165 +0.4%
NFW
730
Noble Family Wealth
Florida
$1.08M
SG
731
StoneX Group
New York
$1.07M +$12.3K +485 +1%
TCM
732
Twele Capital Management
Minnesota
$1.06M -$48.5K -1,909 -5%
FTUS
733
Flow Traders U.S.
New York
$1.06M +$1.02M +40,326 New
LEFP
734
Leading Edge Financial Planning
Tennessee
$1.06M -$32.1K -1,263 -3%
OWCM
735
One Wealth Capital Management
Arizona
$1.06M -$25 -1 -0%
JCM
736
Jacobsen Capital Management
Utah
$1.05M -$40.4K -1,592 -4%
BWA
737
Beam Wealth Advisors
Louisiana
$1.05M -$127 -5 -0%
AIA
738
Alternative Investment Advisors
Florida
$1.05M +$72.2K +2,844 +8%
RSWA
739
Robinson Smith Wealth Advisors
Maine
$1.05M -$27.8K -1,094 -3%
NEAM
740
New England Asset Management
Connecticut
$1.05M +$1.01M +39,675 New
AFG
741
Atomi Financial Group
New York
$1.04M -$59K -2,322 -6%
AT
742
American Trust
Kentucky
$1.04M +$1,000K +39,365 New
VFG
743
Victory Financial Group
Texas
$1.03M +$80.2K +3,160 +9%
PCM
744
Park Capital Management
Wisconsin
$1.03M -$17.1K -675 -2%
PEA
745
Park Edge Advisors
Ohio
$1.03M -$17.7K -696 -2%
JWBC
746
John W. Brooker & Co
California
$1.02M +$220K +8,677 +29%
CWA
747
Cura Wealth Advisors
Illinois
$1.02M
FTC
748
Farmers Trust Company
Ohio
$1.02M -$19.5K -768 -2%
CA
749
Cambridge Advisors
Nebraska
$1.01M +$2.54K +100 +0.3%
CP
750
Capital Planning
Washington
$1.01M +$363K +14,277 +59%