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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
PWA
1001
Portus Wealth Advisors
North Carolina
$406K +$392K +15,423 New
GWSA
1002
Global Wealth Strategies & Associates
Colorado
$406K +$126K +4,970 +48%
SP
1003
Sherman Porfolios
Idaho
$405K +$180K +7,106 +86%
ACM
1004
Aspen Capital Management
Idaho
$403K -$5.26K -207 -1%
FF
1005
Francis Financial
$403K
RBC
1006
Romano Brothers & Co
Illinois
$401K
BWFA
1007
Baltimore-Washington Financial Advisors
Maryland
$400K +$25 +1 +0%
PWA
1008
Peterson Wealth Advisors
Utah
$399K +$7.57K +298 +2%
SAA
1009
Southeast Asset Advisors
Georgia
$397K -$15.2K -600 -4%
SIM
1010
Stratos Investment Management
Ohio
$395K +$381K +15,014 New
FLA
1011
Financial Life Advisors
Texas
$395K
BTWM
1012
Brass Tax Wealth Management
Ohio
$394K -$12.8M -505,922 -97%
CIAS
1013
Capital Investment Advisory Services
North Carolina
$394K +$1.83K +72 +0.5%
DFA
1014
DHJJ Financial Advisors
Illinois
$392K -$10.6K -419 -3%
GF
1015
Gries Financial
Ohio
$390K
ML
1016
Mayport LLC
Massachusetts
$389K
TWA
1017
TCI Wealth Advisors
Arizona
$388K +$36.8K +1,450 +11%
ACM
1018
Advisors Capital Management
New Jersey
$388K +$5.38K +212 +1%
PW
1019
Paladin Wealth
Minnesota
$383K -$27.1K -1,069 -7%
MSR
1020
Main Street Research
Connecticut
$383K +$92.3K +3,633 +33%
FD
1021
Financial Designs
California
$382K
NFA
1022
Northern Financial Advisors
Michigan
$380K +$10.7K +422 +3%
SS
1023
Sound Stewardship
Kansas
$380K -$4.11K -162 -1%
FW
1024
Fairway Wealth
Ohio
$379K
CFG
1025
Certior Financial Group
Pennsylvania
$375K -$17K -668 -4%