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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
PWM
1051
Peterson Wealth Management
Nevada
$352K +$940 +37 +0.3%
RWM
1052
Ritholtz Wealth Management
New York
$351K -$14.4K -566 -4%
PCG
1053
Prosperity Consulting Group
Maryland
$351K +$338K +13,323 New
MIM
1054
Macroview Investment Management
Maryland
$351K +$5.66K +223 +2%
FMII
1055
Farmers & Merchants Investments Inc
Nebraska
$351K
FC
1056
Fusion Capital
South Carolina
$349K -$20.4K -804 -6%
TPWA
1057
TRUE Private Wealth Advisors
Oregon
$346K -$20.3K -800 -6%
LA
1058
Legacy Advisors
Pennsylvania
$346K +$334K +13,135 New
ACP
1059
Aviance Capital Partners
Florida
$343K +$102 +4 +0%
CAM
1060
Costello Asset Management
Pennsylvania
$343K +$584 +23 +0.2%
BWM
1061
Brown Wealth Management
Illinois
$343K +$68.2K +2,687 +26%
CF
1062
Clarity Financial
Texas
$341K
BW
1063
BIP Wealth
Georgia
$340K +$1.04K +41 +0.3%
BC
1064
Bowman & Company
Wisconsin
$339K -$2.36K -93 -0.7%
IAS
1065
Insigneo Advisory Services
Florida
$338K -$1.12K -44 -0.3%
FWS
1066
FinDec Wealth Services
California
$337K -$2.77K -109 -0.8%
PCM
1067
Palouse Capital Management
Washington
$337K -$8.15K -321 -2%
RIL
1068
Rothschild Investment LLC
Illinois
$336K +$25 +1 +0%
OAM
1069
Oppenheimer Asset Management
New York
$336K -$635 -25 -0.2%
SFGP
1070
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$336K +$127 +5 +0%
PVI
1071
Pine Valley Investments
New Jersey
$335K +$45K +1,774 +16%
AIA
1072
AssuredPartners Investment Advisors
Florida
$335K -$152K -5,994 -32%
PCA
1073
Prosperity Capital Advisors
Ohio
$334K +$322K +12,684 New
CT
1074
Clearstead Trust
Maine
$334K
ACI
1075
Alpha Cubed Investments
California
$334K -$11.4K -447 -3%