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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: 1,4031,440 (+37)

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
+37
Holders Change %
+2.64%
% 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
BDFN
1201
Bond & Devick Financial Network
Minnesota
$238K
SAW
1202
Signal Advisors Wealth
Michigan
$237K -$232K -9,117 -50%
AO
1203
Advisor OS
Illinois
$237K +$228K +8,998 New
RFA
1204
Rollins Financial Advisors
New York
$236K
OFS
1205
OneAscent Financial Services
Alabama
$236K -$5.74K -226 -2%
SSA
1206
Sierra Summit Advisors
Nevada
$236K
SIAP
1207
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K +$1.14K +45 +0.5%
LDB
1208
Lee, Danner & Bass
Tennessee
$234K
BFA
1209
Bragg Financial Advisors
North Carolina
$233K +$225K +8,864 New
LNWWM
1210
Laird Norton Wetherby Wealth Management
California
$233K +$3.2K +126 +1%
2L
1211
25 LLC
Missouri
$233K +$5.87K +231 +3%
SGK
1212
Steigerwald Gordon & Koch
Virginia
$233K +$224K +8,827 New
PCM
1213
Presidio Capital Management
California
$231K
MMCM
1214
Murphy & Mullick Capital Management
New York
$231K
MA
1215
MKT Advisors
California
$230K
CISOA
1216
Capital Investment Services of America
Wisconsin
$228K
DPI
1217
Diversified Portfolios Inc
Michigan
$226K -$6.6K -260 -3%
CCT
1218
Capital City Trust
Florida
$225K
EWM
1219
Evercore Wealth Management
New York
$224K
MWM
1220
Mattern Wealth Management
Kansas
$224K
CWA
1221
Centennial Wealth Advisory
Michigan
$223K
GWSG
1222
GPS Wealth Strategies Group
Colorado
$223K +$25 +1 +0%
POIA
1223
Pin Oak Investment Advisors
Texas
$223K
LB
1224
Legacy Bridge
Iowa
$222K +$4.44K +175 +2%
AF
1225
Amara Financial
California
$222K +$25 +1 +0%