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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
FA
851
Fiduciary Alliance
South Carolina
$683K -$41.5K -1,636 -6%
HIC
852
Hartline Investment Corp
Illinois
$681K
EFA
853
Evernest Financial Advisors
Indiana
$680K +$1.04K +41 +0.2%
RIM
854
Rockbridge Investment Management
New York
$674K +$127 +5 +0%
KWA
855
Kingswood Wealth Advisors
California
$669K +$93.6K +3,686 +17%
SC
856
Slow Capital
California
$668K -$6.91K -272 -1%
BWM
857
BlackDiamond Wealth Management
New York
$668K -$20.1K -792 -3%
AWA
858
Aaron Wealth Advisors
Illinois
$668K +$1.5K +59 +0.2%
PAW
859
Plan A Wealth
Nebraska
$667K +$48.4K +1,906 +8%
BWP
860
Balboa Wealth Partners
Arizona
$667K +$358K +14,110 +126%
PPW
861
Pasadena Private Wealth
California
$666K
RCAG
862
Rehmann Capital Advisory Group
Michigan
$660K -$27.2K -1,073 -4%
VPP
863
Vertex Planning Partners
Illinois
$660K
GC
864
Gibson Capital
Pennsylvania
$660K -$14K -550 -2%
GIA
865
GHP Investment Advisors
Colorado
$654K -$889 -35 -0.1%
DA
866
Drake & Associates
Wisconsin
$645K +$612K +24,084 New
MCCP
867
Mission Creek Capital Partners
California
$642K
WN
868
Williams & Novak
California
$639K
First Manhattan
869
First Manhattan
New York
$638K +$28.6K +1,128 +5%
CW
870
CreativeOne Wealth
Kansas
$635K -$82.4K -3,245 -12%
LWMNY
871
Landmark Wealth Management (New York)
New York
$629K -$11.5K -454 -2%
RFA
872
Resurgent Financial Advisors
Georgia
$627K
CGL
873
Clarius Group LLC
Washington
$625K
BTI
874
Blue Trust Inc
Georgia
$623K +$112K +4,415 +23%
MIM
875
Moseley Investment Management
Florida
$620K -$10.2K -400 -2%