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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
SB
1226
Strategic Blueprint
Georgia
$221K +$213K +8,384 New
CWS
1227
Cypress Wealth Services
California
$221K +$127 +5 +0.1%
MG
1228
Mather Group
Illinois
$220K -$1.32K -52 -0.6%
VCP
1229
Verus Capital Partners
Arizona
$217K -$2.11K -83 -1%
SI
1230
Stephens Inc
Arkansas
$217K -$22.9K -903 -10%
YWM
1231
Yukon Wealth Management
Kansas
$217K +$584 +23 +0.3%
KP
1232
Keel Point
Alabama
$217K +$209K +8,220 New
WA
1233
WP Advisors
California
$216K +$208K +8,205 New
GAA
1234
Global Assets Advisory
Florida
$216K +$208K +8,186 New
UF
1235
Univest Financial
Pennsylvania
$215K -$12.4K -488 -6%
VAM
1236
Virtue Asset Management
Illinois
$215K +$207K +8,169 New
PG
1237
Prostatis Group
Maryland
$214K +$206K +8,113 New
WCP
1238
Wealthcare Capital Partners
Pennsylvania
$213K -$139K -5,490 -40%
IWN
1239
Independent Wealth Network
Iowa
$213K -$49.1K -1,932 -19%
SFC
1240
SYM Financial Corp
Indiana
$212K -$49.3K -1,941 -19%
BCMLT
1241
Beacon Capital Management LLC (Tennessee)
Tennessee
$212K +$533 +21 +0.3%
BSSFA
1242
Baron Silver Stevens Financial Advisors
Florida
$211K +$204K +8,018 New
DOA
1243
D'Orazio & Associates
Virginia
$210K +$203K +7,977 New
OPWM
1244
Oxinas Partners Wealth Management
Indiana
$210K +$202K +7,963 New
APW
1245
Austin Private Wealth
Texas
$209K -$6.27K -247 -3%
NAMNJ
1246
NorthStar Asset Management (New Jersey)
New Jersey
$208K -$29.5K -1,160 -13%
SFG
1247
Sovereign Financial Group
Connecticut
$208K -$17.8K -700 -8%
IAS
1248
Integrity Advisory Solutions
Texas
$207K +$200K +7,872 New
M1FG
1249
Mach-1 Financial Group
Arkansas
$207K +$200K +7,872 New
BWL
1250
Beacon Wealthcare LLC
North Carolina
$207K -$26K -1,023 -12%