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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
FAIM
1176
Financial Advocates Investment Management
Washington
$253K -$1.51M -59,476 -86%
GSWM
1177
Golden State Wealth Management
California
$252K
BSG
1178
Black Swift Group
Colorado
$252K
SW
1179
SteelPeak Wealth
California
$252K +$5.94K +234 +3%
SFG
1180
SevenBridge Financial Group
Pennsylvania
$252K -$8.38K -330 -3%
QCM
1181
QRG Capital Management
Illinois
$251K -$855K -33,671 -78%
SPG
1182
Strategic Planning Group
Utah
$250K +$660 +26 +0.3%
PMSA
1183
Patrick M. Sweeney & Associates
Illinois
$249K +$51 +2 +0%
ACA
1184
Affinity Capital Advisors
California
$249K
HP
1185
Haven Private
Florida
$249K +$1.78K +70 +0.7%
CAM
1186
Clark Asset Management
New Hampshire
$248K -$385K -15,169 -62%
PCA
1187
Purkiss Capital Advisors
Connecticut
$248K
MAG
1188
M3 Advisory Group
Massachusetts
$247K
WG
1189
Welch Group
Alabama
$247K -$35.6K -1,400 -13%
PWMAG
1190
Pinnacle Wealth Management Advisory Group
New Jersey
$247K -$12.7K -500 -5%
DWA
1191
Delap Wealth Advisory
Oregon
$246K
IWM
1192
Inlight Wealth Management
Georgia
$246K
VA
1193
VestGen Advisors
Illinois
$244K +$235K +9,268 New
HCMG
1194
Howard Capital Management Group
California
$243K
CSA
1195
Cottage Street Advisors
Massachusetts
$243K +$1.63K +64 +0.7%
LSC
1196
Lesa Sroufe & Co
Washington
$242K -$13.4K -529 -5%
AWM
1197
Accel Wealth Management
Iowa
$241K +$482 +19 +0.2%
SF
1198
Symphony Financial
Texas
$241K +$231K +9,114 +37,975%
OC
1199
Oakworth Capital
Alabama
$240K +$229K +9,000 +7,563%
WI
1200
WBI Investments
New Jersey
$239K -$2.62K -103 -1%