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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
RF
1301
Rossby Financial
Florida
$101K
CPG
1302
Cornerstone Planning Group
New Jersey
$97.3K +$54.2K +2,133 +267%
HNW
1303
High Note Wealth
Minnesota
$87.2K
CBT
1304
Crews Bank & Trust
Florida
$80.1K +$50.6K +1,991 +190%
CFS
1305
CGC Financial Services
Oregon
$79K
CFB
1306
Cullen/Frost Bankers
Texas
$78.9K +$76K +2,994 New
SIC
1307
SJS Investment Consulting
Ohio
$77.5K
FPF
1308
First Pacific Financial
Washington
$76.3K +$73.6K +2,897 New
ACA
1309
American Capital Advisory
Idaho
$72.4K +$203 +8 +0.3%
CJ
1310
Caitlin John
Michigan
$72.1K +$69.6K +2,739 New
MPWT
1311
MassMutual Private Wealth & Trust
Connecticut
$71.7K
AW
1312
Avion Wealth
Texas
$71K
CNBTD
1313
Citizens National Bank Trust Department
Mississippi
$70.8K
EP
1314
Essential Partners
California
$70.2K +$25 +1 +0%
FGAM
1315
Financial Gravity Asset Management
Texas
$70.2K +$67.7K +2,665 New
HPC
1316
HM Payson & Co
Maine
$69.2K
HIA
1317
Harbor Investment Advisory
Maryland
$67.2K +$36.2K +1,425 +126%
ME
1318
McIlrath & Eck
Washington
$65K +$482 +19 +0.8%
HI
1319
Hoey Investments
Pennsylvania
$63K -$3.02K -119 -5%
BL
1320
Balentine LLC
Georgia
$61.9K
FFA
1321
Frazier Financial Advisors
Ohio
$61.8K -$5.59K -220 -9%
SIS
1322
Strategic Investment Solutions
Illinois
$61.7K -$2.79K -110 -4%
DCM
1323
Davis Capital Management
Florida
$61.3K +$59.1K +2,328 New
DRP
1324
Decker Retirement Planning
Utah
$59.7K +$57.5K +2,266 New
TFA
1325
Toth Financial Advisory
Virginia
$59.1K +$56.9K +2,242 New