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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
NB
926
NBT Bank
New York
$499K -$479K -18,852 -100%
Members Trust
927
Members Trust
Florida
$495K
CCA
928
Cadent Capital Advisors
Oklahoma
$494K +$254 +10 +0.1%
AFA
929
Arlington Financial Advisors
California
$492K -$7.31K -288 -2%
MIC
930
Means Investment Company
Maine
$490K
RRA
931
Round Rock Advisors
Connecticut
$489K +$5.1K +201 +1%
GBWM
932
Granite Bay Wealth Management
New Hampshire
$488K -$311K -12,255 -40%
RGF
933
Retirement Guys Formula
Ohio
$487K -$24.6K -969 -5%
JSA
934
Jim Saulnier & Associates
Colorado
$487K +$469K +18,475 New
BW
935
Basepoint Wealth
Iowa
$486K +$1.32K +52 +0.3%
GAM
936
GEM Asset Management
Michigan
$482K +$6.07K +239 +1%
VA
937
Vident Advisory
Georgia
$481K
MWM
938
MBE Wealth Management
Wisconsin
$480K -$5K -197 -1%
DC
939
Davenport & Co
Virginia
$479K +$119K +4,678 +35%
PB
940
Pinnacle Bancorp
Nebraska
$478K
BRIA
941
Balanced Rock Investment Advisors
Massachusetts
$478K -$152 -6 -0%
DP
942
DDD Partners
Washington
$470K -$12.5K -492 -3%
TA
943
TPG Advisors
Illinois
$470K +$330 +13 +0.1%
ESB
944
Essex Savings Bank
Connecticut
$470K -$29.8K -1,173 -6%
PFA
945
Pathway Financial Advisors
Vermont
$470K
FFM
946
Forum Financial Management
Illinois
$469K +$3.15K +124 +0.7%
BAM
947
Bellevue Asset Management
Washington
$469K +$356 +14 +0.1%
GWA
948
Geometric Wealth Advisors
District of Columbia
$467K
AIA
949
Armor Investment Advisors
North Carolina
$466K
CAMG
950
CWA Asset Management Group
Florida
$461K +$160K +6,288 +56%