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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
SWIM
1326
Smallwood Wealth Investment Management
New Jersey
$57.4K +$8.15K +321 +17%
SS
1327
Sunbelt Securities
Texas
$57.2K -$22.8K -898 -29%
CPA
1328
Cardiff Park Advisors
California
$56.6K +$152 +6 +0.3%
GJIA
1329
Glass Jacobson Investment Advisors
Maryland
$56.1K +$102 +4 +0.2%
GKIM
1330
GW&K Investment Management
Massachusetts
$56K
FP
1331
Financial Perspectives
Minnesota
$55.9K
TCM
1332
TruNorth Capital Management
Michigan
$55.6K
PWMG
1333
Prestige Wealth Management Group
New Jersey
$55.3K
RWM
1334
RMG Wealth Management
Wisconsin
$54.4K +$52.3K +2,058 New
AWM
1335
Accredited Wealth Management
Kentucky
$53.5K -$38.9K -1,531 -75%
TFGT
1336
TS Financial Group (TSFG)
Illinois
$53K
ABWM
1337
Alpine Bank Wealth Management
Colorado
$49.8K +$48K +1,892 New
CSB
1338
City State Bank
Iowa
$49.5K
GFWA
1339
Grey Fox Wealth Advisors
Delaware
$48.9K +$47.1K +1,856 New
WOC
1340
West Oak Capital
California
$47.3K -$1.12M -44,250 -20%
PP
1341
PFS Partners
New Jersey
$47K +$45.3K +1,785 New
BF
1342
BOK Financial
Oklahoma
$46.5K
HWM
1343
HighMark Wealth Management
Minnesota
$45.7K +$127 +5 +0.3%
MNA
1344
Manning & Napier Advisors
New York
$44.6K +$10.3K +405 +31%
CWP
1345
Concord Wealth Partners
Virginia
$44.3K
FCAS
1346
First Command Advisory Services
Texas
$42.6K +$41K +1,616 New
PCA
1347
Providence Capital Advisors
North Carolina
$41.1K
GI
1348
GAMMA Investing
California
$39K
MJRIC
1349
Mogy Joel R Investment Counsel
California
$38K -$12.7K -499 -26%
PWMG
1350
Private Wealth Management Group
New Jersey
$37.5K