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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
KWS
776
Keystone Wealth Services
California
$908K -$12.2K -479 -1%
TWA
777
Trellis Wealth Advisors
California
$899K
DWP
778
Daymark Wealth Partners
Ohio
$893K +$612K +24,094 +245%
HGWM
779
Horst & Graben Wealth Management
Oregon
$891K -$254 -10 -0%
CA
780
Claro Advisors
Massachusetts
$888K +$165K +6,511 +24%
OCM
781
One Capital Management
California
$888K +$241K +9,507 +39%
CFP
782
Cascade Financial Partners
California
$886K +$686 +27 +0.1%
First Trust Advisors
783
First Trust Advisors
Illinois
$879K +$190K +7,469 +29%
WPW
784
Watershed Private Wealth
Illinois
$874K +$21.4K +844 +3%
FFO
785
Fiduciary Family Office
Florida
$874K
AWA
786
Arkadios Wealth Advisors
Georgia
$873K -$1.75M -68,770 -67%
KJWM
787
Kiley Juergens Wealth Management
Washington
$861K -$10K -395 -1%
MSS
788
Mitchell Sinkler & Starr
Pennsylvania
$860K
ACM
789
Anfield Capital Management
California
$859K +$828K +32,612 New
KA
790
Klingman & Associates
New York
$858K
FFB
791
First Financial Bankshares
Texas
$857K
CWA
792
CM Wealth Advisors
Ohio
$857K
PK
793
Pflug Koory
Nebraska
$857K +$251K +9,878 +44%
KPWS
794
Kestra Private Wealth Services
Texas
$855K -$174K -6,844 -17%
VCM
795
Virtue Capital Management
Tennessee
$849K -$2.1M -82,513 -90%
RIA
796
Regal Investment Advisors
Michigan
$849K -$12.2K -481 -1%
SFS
797
Security Financial Services
Indiana
$848K
PMFA
798
Plante Moran Financial Advisors
Michigan
$846K +$25 +1 +0%
CFP
799
Catalyst Financial Partners
Massachusetts
$836K -$103K -4,040 -11%
BWP
800
Bernardo Wealth Planning
Pennsylvania
$836K +$1.63K +64 +0.2%