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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
LWM
1026
Lighthouse Wealth Management
Ohio
$374K
MMA
1027
Miracle Mile Advisors
California
$372K +$110K +4,324 +44%
FA
1028
Fiducient Advisors
Illinois
$372K -$178 -7 -0%
GA
1029
GoalVest Advisory
New York
$371K
LF
1030
LifeSteps Financial
California
$371K
CWM
1031
Cadence Wealth Management
Massachusetts
$368K +$20.1K +793 +6%
CG
1032
CFO4Life Group
Texas
$368K +$203 +8 +0.1%
PSA
1033
Plum Street Advisors
Louisiana
$368K
CIM
1034
Contravisory Investment Management
Massachusetts
$367K +$198K +7,816 +128%
WW
1035
Westshore Wealth
California
$366K -$22.1K -871 -6%
TAM
1036
Titleist Asset Management
Texas
$366K
FA
1037
FC Advisory
Pennsylvania
$366K -$7.82K -308 -2%
WA
1038
Waddell & Associates
Tennessee
$365K +$1.24K +49 +0.4%
LGWM
1039
Litman Gregory Wealth Management
California
$365K
PIA
1040
Panoramic Investment Advisors
Colorado
$365K +$736 +29 +0.2%
PAM
1041
Pegasus Asset Management
New York
$365K +$120K +4,717 +52%
CAG
1042
Curtis Advisory Group
California
$365K -$18K -709 -5%
AWAG
1043
ARS Wealth Advisors Group
Florida
$364K +$97.5K +3,840 +39%
SIA
1044
SeaBridge Investment Advisors
New Jersey
$363K
MA
1045
Modus Advisors
Minnesota
$362K
MCC
1046
Money Concepts Capital
Florida
$360K +$3.81K +150 +1%
CCM
1047
Canal Capital Management
Virginia
$360K +$57.9K +2,280 +20%
BIG
1048
Builder Investment Group
Georgia
$358K +$1.04K +41 +0.3%
MA
1049
Montag & Associates
Georgia
$358K
MWM
1050
Mindset Wealth Management
Indiana
$354K +$69.9K +2,754 +26%