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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
IF
1101
Intrua Financial
Texas
$308K +$68.6K +2,700 +30%
MWC
1102
MKD Wealth Coaches
Michigan
$308K +$5.61K +221 +2%
OFI
1103
Outbound Financial Inc
Colorado
$307K
NEWAS
1104
N.E.W. Advisory Services
Wisconsin
$307K
TWM
1105
Tradition Wealth Management
Minnesota
$307K -$32.9K -1,296 -10%
JFG
1106
JDM Financial Group
Texas
$307K -$156K -6,144 -35%
FWP
1107
Falcon Wealth Planning
California
$307K -$6.96K -274 -2%
SWP
1108
Strategic Wealth Partners
Ohio
$306K
WF
1109
Warner Financial
Maryland
$305K +$294K +11,591 New
WB
1110
Webster Bank
Connecticut
$303K -$30.1K -1,185 -9%
ST
1111
Smithfield Trust
Pennsylvania
$303K
CWA
1112
Clarity Wealth Advisors
California
$302K -$9.07K -357 -3%
HFA
1113
Hippocratic Financial Advisors
California
$302K +$291K +11,471 New
BEI
1114
Benjamin Edwards Inc
Missouri
$298K +$38.2K +1,503 +15%
SIAS
1115
Summit Investment Advisory Services
Minnesota
$297K
SC
1116
Syon Capital
California
$295K
CFP
1117
Curran Financial Partners
South Carolina
$294K +$283K +11,163 New
GWM
1118
Geneos Wealth Management
Colorado
$293K -$9.68M -381,151 -97%
CICC
1119
Capital Investment Counsel (Colorado)
Colorado
$293K
NCM
1120
Narwhal Capital Management
Georgia
$292K -$27.6K -1,088 -9%
PWA
1121
Physician Wealth Advisors
Utah
$288K -$293K -11,530 -51%
IFA
1122
Index Fund Advisors
California
$288K -$229 -9 -0.1%
DBIA
1123
Dumont & Blake Investment Advisors
New Jersey
$287K -$54.4K -2,142 -16%
PW
1124
Pandora Wealth
Illinois
$286K
TCM
1125
Traynor Capital Management
Pennsylvania
$286K +$276K +10,865 New