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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
MSWM
76
McGlone Suttner Wealth Management
Wisconsin
$55M +$474K +18,664 +0.9%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$53.1M +$3.18M +125,373 +7%
PFA
78
Pure Financial Advisors
California
$51.6M -$1.09M -43,093 -2%
Raymond James Financial
79
Raymond James Financial
Florida
$51.3M -$3.77M -148,634 -7%
UCFA
80
United Capital Financial Advisors
Texas
$51M -$1.65M -64,827 -3%
NFG
81
Northeast Financial Group
Pennsylvania
$50.7M +$3.36M +132,327 +7%
RDWM
82
Red Door Wealth Management
Tennessee
$50.5M +$314K +12,355 +0.6%
VNA
83
Valley National Advisers
Pennsylvania
$49.7M +$913K +35,966 +2%
RCM
84
Richardson Capital Management
Wisconsin
$49.7M -$10.1M -397,227 -17%
AP
85
Appleton Partners
Massachusetts
$49.1M -$24.1K -951 -0.1%
MWM
86
Modern Wealth Management
Kansas
$47.8M +$44.7M +1,759,832 +3,179%
IAS
87
IMA Advisory Services
Colorado
$47.6M -$13K -512 -0%
CMP
88
Courage Miller Partners
Virginia
$47.5M -$1.51M -59,557 -3%
BFG
89
Bleakley Financial Group
New Jersey
$47.3M +$4.07M +160,126 +10%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$46.6M -$140K -5,530 -0.3%
VWA
91
Visionary Wealth Advisors
Illinois
$44.7M +$39.2M +1,542,177 +996%
CPIG
92
Chicago Partners Investment Group
Illinois
$44.3M +$3.14M +123,754 +8%
WIA
93
World Investment Advisors
California
$43.4M +$281K +11,074 +0.7%
KCPG
94
Kavar Capital Partners Group
Kansas
$43M +$1.87M +73,794 +5%
EFG
95
Embree Financial Group
Illinois
$42.1M -$3.72M -146,538 -8%
NDSI
96
Newman Dignan & Sheerar Inc
Rhode Island
$40.7M -$513K -20,217 -1%
MWM
97
Modera Wealth Management
New Jersey
$40.2M -$723K -28,467 -2%
WSFS
98
Wilmington Savings Fund Society
Delaware
$39.8M +$211K +8,305 +0.6%
BWA
99
Burt Wealth Advisors
Maryland
$39M +$57.8K +2,275 +0.2%
CL
100
Choreo LLC
Illinois
$38.8M -$3.8M -149,676 -9%