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Schwab US Large- Cap ETF

1,439 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: $26.6B → $28.7B (+$2.01B)

3% more funds holding

Funds holding: 1,4021,439 (+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
1,439
Holders Change
+37
Holders Change %
+2.64%
% of All Funds
18.89%
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
SMCM
1251
Sky-Mountain Capital Management
Idaho
$207K +$199K +7,842 New
SCM
1252
SOL Capital Management
Maryland
$207K +$199K +7,850 New
AFWM
1253
AMJ Financial Wealth Management
Virginia
$206K +$199K +7,821 New
CA
1254
Clune & Associates
Illinois
$204K +$197K +7,760 New
TVM
1255
True Vision MN
Minnesota
$204K +$197K +7,759 New
PL
1256
Parthenon LLC
Kentucky
$204K +$197K +7,758 New
CC
1257
Cornerstone Capital
California
$204K +$196K +7,737 New
MIC
1258
Meridian Investment Counsel
California
$204K -$74.3K -2,926 -27%
GSIS
1259
Global Strategic Investment Solutions
Arizona
$204K +$196K +7,730 New
QWM
1260
Quadcap Wealth Management
Texas
$204K +$196K +7,728 New
WAM
1261
Wernau Asset Management
Massachusetts
$203K +$195K +7,692 New
SFS
1262
Strategic Financial Services
New York
$203K +$195K +7,691 New
RPA
1263
Rock Point Advisors
Vermont
$202K +$194K +7,650 New
BBA
1264
BLB&B Advisors
Pennsylvania
$201K +$194K +7,634 New
CWP
1265
Clark Wealth Partners
Illinois
$199K +$188K +7,401 New
ACM
1266
Accent Capital Management
Ohio
$198K
UB
1267
UMB Bank
Missouri
$190K
PWA
1268
Principia Wealth Advisory
Texas
$186K +$179K +7,063 New
FIM
1269
FWL Investment Management
Texas
$186K -$6.35K -250 -3%
RP
1270
Rice Partnership
Hawaii
$182K +$88K +3,464 +100%
PP
1271
PDS Planning
Ohio
$181K +$25 +1 +0%
BDPWM
1272
Barnes Dennig Private Wealth Management
Ohio
$172K
RF
1273
Robbins Farley
New Hampshire
$165K -$72.2K -2,845 -31%
NG
1274
NWK Group
California
$164K
PAM
1275
Palisade Asset Management
Minnesota
$164K +$158K +6,223 New