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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
RWM
901
Rockwood Wealth Management
Pennsylvania
$548K
CPW
902
Crestmont Private Wealth
Texas
$546K +$22.7K +892 +4%
KWM
903
KW Wealth Management
California
$545K +$525K +20,685 New
MWA
904
Motive Wealth Advisors
Michigan
$545K
Fifth Third Bancorp
905
Fifth Third Bancorp
Ohio
$534K +$172K +6,772 +50%
G
906
Gainplan
Michigan
$532K -$66.8K -2,632 -12%
EFL
907
ERn Financial LLC
Wisconsin
$529K +$1.04K +41 +0.2%
MWA
908
Martel Wealth Advisors
Washington
$529K +$178 +7 +0%
NL
909
NWAM LLC
Washington
$524K -$20.9K -823 -4%
RLWM
910
RF&L Wealth Management
Massachusetts
$524K
CGFA
911
Colton Groome Financial Advisors
North Carolina
$523K
LWANC
912
Laurel Wealth Advisors (North Carolina)
North Carolina
$523K
DADC
913
D.A. Davidson & Co
Montana
$523K +$70.8K +2,788 +16%
RA
914
RFG Advisory
Alabama
$520K -$6.37K -251 -1%
GB
915
Goepper Burkhardt
South Carolina
$518K
SWA
916
Stratos Wealth Advisors
Ohio
$516K -$5.89K -232 -1%
WCM
917
Weik Capital Management
Pennsylvania
$515K +$25.4K +1,000 +5%
CFG
918
Clayton Financial Group
Missouri
$513K +$2.08K +82 +0.4%
JLBC
919
J.L. Bainbridge & Co
Florida
$511K +$14.2K +558 +3%
GKWIM
920
Gerber Kawasaki Wealth & Investment Management
California
$510K +$80.6K +3,173 +20%
CCP
921
Carmel Capital Partners
California
$510K +$34.3K +1,350 +7%
WPW
922
Waldron Private Wealth
Pennsylvania
$509K
UCI
923
Uncommon Cents Investing
Wisconsin
$507K +$166K +6,525 +51%
TWP
924
Triad Wealth Partners
Kansas
$505K -$80.1K -3,153 -14%
Wealthfront Advisers
925
Wealthfront Advisers
California
$502K +$484K +19,040 New