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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
PAM
1276
Palisade Asset Management
Minnesota
$164K +$158K +6,223 New
OAJ
1277
Ogorek Anthony Joseph
New York
$163K +$25 +1 +0%
TCOT
1278
Trust Company of Toledo
Ohio
$160K
GWS
1279
Glassman Wealth Services
Virginia
$158K +$58.4K +2,299 +62%
CMP
1280
Coston McIsaac & Partners
Maine
$156K
OA
1281
Operose Advisors
Wisconsin
$151K
JWM
1282
JPL Wealth Management
Colorado
$145K +$139K +5,487 New
CIAS
1283
CBIZ Investment Advisory Services
Ohio
$144K
AA
1284
Addison Advisors
Vermont
$133K +$128K +5,046 New
GCM
1285
Gables Capital Management
Florida
$132K
HWA
1286
Heritage Wealth Advisors
Virginia
$131K
BC
1287
Bulwark Capital
Florida
$126K +$30.5K +1,201 +34%
LWA
1288
Lowe Wealth Advisors
Maryland
$121K +$5.64K +222 +5%
SC
1289
Stephens Consulting
Michigan
$121K -$7.08K -279 -6%
KSWA
1290
Kathleen S. Wright Associates
Pennsylvania
$121K
CB
1291
Community Bank
New York
$119K +$115K +4,515 New
AIP
1292
Alexis Investment Partners
Texas
$119K +$114K +4,506 New
DI
1293
DAGCO Inc
Ohio
$119K
FFWM
1294
Future Financial Wealth Management
Ohio
$119K
SIS
1295
Sound Income Strategies
Florida
$117K -$55.5K -2,187 -33%
HHGA
1296
Halbert Hargrove Global Advisors
California
$114K
TC
1297
Trust Company
Kansas
$113K
NSIM
1298
North Star Investment Management
Illinois
$113K +$279 +11 +0.3%
PC
1299
Promus Capital
Illinois
$110K
IF
1300
Integrity Financial
Wyoming
$106K