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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
TF
876
Trek Financial
Arizona
$619K +$95.2K +3,748 +19%
PI
877
PFG Investments
New York
$604K +$1.07K +42 +0.2%
CWM
878
Connecticut Wealth Management
Connecticut
$601K -$89.7K -3,534 -13%
IIC
879
Ironwood Investment Counsel
Arizona
$595K -$166K -6,547 -22%
Citadel Advisors
880
Citadel Advisors
Florida
$594K -$990K -38,966 -63%
FMN
881
Financial Management Network
California
$593K +$1.47K +58 +0.3%
BWM
882
Boyd Wealth Management
California
$589K +$813 +32 +0.1%
HFS
883
Heritage Financial Services
Massachusetts
$587K
AIM
884
Acropolis Investment Management
Missouri
$586K
PTB
885
Pioneer Trust Bank
Oregon
$585K +$107K +4,222 +23%
GFA
886
Gallagher Fiduciary Advisors
Illinois
$579K +$3.43K +135 +0.6%
FFA
887
Fragasso Financial Advisors
Pennsylvania
$573K -$28.6K -1,125 -5%
AP
888
Aspect Partners
Virginia
$569K
VBFP
889
Valtinson Bruner Financial Planning
Minnesota
$568K -$109K -4,311 -17%
C
890
Certuity
Florida
$563K +$127 +5 +0%
CCMG
891
Clark Capital Management Group
Pennsylvania
$562K +$319K +12,573 +143%
FG
892
Fairman Group
Pennsylvania
$559K +$1.22K +48 +0.2%
LC
893
LCNB Corp
Ohio
$556K
BC
894
Brio Consultants
California
$554K +$20.7K +817 +4%
DF
895
DecisionPoint Financial
Arizona
$552K +$25 +1 +0%
MP
896
McDonald Partners
Ohio
$552K
NFTC
897
North Forty Two & Co
Oregon
$551K -$11.7K -462 -2%
GWM
898
GSB Wealth Management
Connecticut
$549K +$18K +707 +4%
FCB
899
First County Bank
Connecticut
$548K -$14K -550 -3%
MCM
900
Morton Capital Management
California
$548K +$27.1K +1,068 +5%