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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
SA
751
Stewardship Advisors
Pennsylvania
$1.01M -$133K -5,254 -12%
CCC
752
Compass Capital Corp
Massachusetts
$1.01M
MCP
753
Mirador Capital Partners
California
$1M -$3.99K -157 -0.4%
Franklin Resources
754
Franklin Resources
California
$1M
EK
755
Evensky & Katz
Florida
$998K -$7.19K -283 -0.7%
MIP
756
Marietta Investment Partners
Wisconsin
$985K -$5.33K -210 -0.6%
Baird Financial Group
757
Baird Financial Group
Wisconsin
$983K +$57.3K +2,256 +6%
CIC
758
Carnegie Investment Counsel
Ohio
$977K +$11.9K +469 +1%
Neuberger Berman Group
759
Neuberger Berman Group
New York
$975K +$229K +9,000 +32%
NSG
760
Nalls Sherbakoff Group
Tennessee
$970K
CW
761
Curio Wealth
Maryland
$966K +$3.83K +151 +0.4%
VVP
762
Venture Visionary Partners
Ohio
$965K -$30K -1,180 -3%
CIA
763
Covington Investment Advisors
Pennsylvania
$954K +$28K +1,102 +3%
FA
764
FF Advisors
California
$954K
PWM
765
Praetorian Wealth Management
California
$953K -$22.4K -883 -2%
NWMG
766
National Wealth Management Group
Ohio
$950K +$149K +5,876 +19%
WFS
767
Walker Financial Services
Kentucky
$948K -$55.7K -2,195 -6%
SWA
768
Serenus Wealth Advisors
California
$945K
OFG
769
Oxford Financial Group
Indiana
$939K
SAM
770
Summit Asset Management
Tennessee
$934K
IAA
771
Independent Advisor Alliance
North Carolina
$930K +$9.96K +392 +1%
HIG
772
Heritage Investment Group
Florida
$930K
XF
773
XML Financial
Maryland
$917K +$2.67K +105 +0.3%
MCWS
774
McKinley Carter Wealth Services
West Virginia
$911K -$197K -7,765 -18%
SSWM
775
Smith Salley Wealth Management
North Carolina
$911K -$38.1K -1,501 -4%