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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
WFA
826
WestHill Financial Advisors
California
$750K -$24.5K -963 -3%
RIS
827
Retirement Income Solutions
Michigan
$750K
GI
828
GS Investments
Minnesota
$749K
FWMP
829
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$745K
MPCL
830
My Personal CFO LLC
Washington
$745K +$719K +28,299 New
RFP
831
Root Financial Partners
California
$741K +$121K +4,781 +20%
WJWM
832
Williams Jones Wealth Management
New York
$736K -$356 -14 -0.1%
CPP
833
Capasso Planning Partners
South Carolina
$735K -$688K -27,110 -49%
ICP
834
Impact Capital Partners
Colorado
$735K +$709K +27,902 New
SMC
835
Smith, Moore & Co
Missouri
$733K
M&T Bank
836
M&T Bank
New York
$732K -$76.2K -3,000 -10%
HWA
837
HCR Wealth Advisors
California
$721K +$347K +13,683 +101%
FMWA
838
Forvis Mazars Wealth Advisors
Missouri
$716K -$62.4K -2,459 -8%
BIAS
839
Beacon Investment Advisory Services
New Jersey
$711K +$7.16K +282 +1%
AAS
840
Ameritas Advisory Services
Nebraska
$709K -$345K -13,580 -34%
OC
841
Oarsman Capital
Wisconsin
$708K -$50.3K -1,982 -7%
AAG
842
Armstrong Advisory Group
Massachusetts
$704K -$4.32K -170 -0.6%
BHWM
843
Beaird Harris Wealth Management
Texas
$703K +$1.73K +68 +0.3%
MOS
844
MGO One Seven
Ohio
$703K -$54.6K -2,150 -7%
JIC
845
Joel Isaacson & Co
New York
$703K -$50.9K -2,003 -7%
NEPWA
846
New England Private Wealth Advisors
Massachusetts
$696K +$1.47K +58 +0.2%
MAV
847
Mason & Associates (Virginia)
Virginia
$696K
GA
848
Goldstein Advisors
Wisconsin
$687K
HIM
849
Harbour Investment Management
Washington
$686K
AG
850
Ascent Group
Virginia
$685K -$441K -17,380 -40%