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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
BWL
1126
Bogart Wealth LLC
Virginia
$286K +$17.4K +684 +7%
ODIJL
1127
One Day In July LLC
Vermont
$286K +$330 +13 +0.1%
IWP
1128
IAG Wealth Partners
Wisconsin
$286K
KIM
1129
Kane Investment Management
California
$286K +$276K +10,851 New
Koshinski Asset Management
1130
Koshinski Asset Management
Illinois
$286K -$17.8K -699 -6%
FIC
1131
Family Investment Center
Missouri
$284K -$43.7K -1,722 -14%
CC
1132
Courier Capital
New York
$284K +$273K +10,770 New
QP
1133
Quartz Partners
New York
$283K -$4.83K -190 -2%
QPWM
1134
Quadrant Private Wealth Management
Pennsylvania
$282K
WHCFA
1135
William Howard & Co Financial Advisors
Tennessee
$282K +$736 +29 +0.3%
Boston Partners
1136
Boston Partners
Massachusetts
$281K +$271K +10,672 New
SAM
1137
SP Asset Management
California
$279K +$25 +1 +0%
AI
1138
Accredited Investors
Minnesota
$278K +$178 +7 +0.1%
SSWG
1139
Seven Springs Wealth Group
Tennessee
$278K
WCM
1140
WealthBridge Capital Management
Ohio
$277K
EFM
1141
Eley Financial Management
Vermont
$276K
SCA
1142
Stonebridge Capital Advisors
Minnesota
$275K
TIM
1143
Total Investment Management
Arizona
$274K +$70.4K +2,773 +36%
FPW
1144
Fairvoy Private Wealth
Alabama
$273K +$11.6K +455 +5%
GWAM
1145
Guardian Wealth Advisors (Minnesota)
Minnesota
$273K
QWP
1146
Quotient Wealth Partners
Texas
$271K
EPM
1147
Elm Partners Management
Pennsylvania
$270K +$260K +10,257 New
PFS
1148
Prospera Financial Services
Texas
$270K +$43.6K +1,718 +20%
CFO
1149
Collective Family Office
Pennsylvania
$270K -$10.8K -425 -4%
PCH
1150
PGIM Custom Harvest
New Jersey
$269K