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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
WPA
1351
West Paces Advisors
Georgia
$37K
DAM
1352
Delta Asset Management
Tennessee
$35.6K
TFM
1353
TFC Financial Management
Massachusetts
$34.8K -$16.4K -644 -33%
PGAM
1354
Princeton Global Asset Management
New Jersey
$34.5K +$102 +4 +0.3%
VCM
1355
Versant Capital Management
Arizona
$33.5K +$76 +3 +0.2%
OCM
1356
Orion Capital Management
California
$32K
SWP
1357
SIMA Wealth Partners
Virginia
$29.7K +$76 +3 +0.3%
TAM
1358
Tucker Asset Management
Colorado
$28.1K -$79.1K -3,114 -74%
DPW
1359
DiNuzzo Private Wealth
Pennsylvania
$27.9K +$10.5K +415 +61%
AEPWM
1360
Atlantic Edge Private Wealth Management
Florida
$27.7K
AIC
1361
Archer Investment Corporation
Indiana
$27.5K +$76 +3 +0.3%
W
1362
WealthCollab
Washington
$27.3K
LC
1363
Luminist Capital
Michigan
$26.4K
KFI
1364
Key Financial Inc
Pennsylvania
$26.2K
TFG
1365
Team Financial Group
California
$26.2K +$76 +3 +0.3%
PMIM
1366
Prudent Man Investment Management
Colorado
$26.1K
NRC
1367
New Republic Capital
North Carolina
$25.8K
MWPCG
1368
Measured Wealth Private Client Group
New Hampshire
$25.6K +$24.6K +970 New
FDCDDQ
1369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K
HPIA
1370
Hamilton Point Investment Advisors
North Carolina
$23.5K
TCOV
1371
Trust Company of Vermont
Vermont
$23.5K +$20.9K +825 +1,196%
NWMP
1372
Noble Wealth Management PBC
Colorado
$22.8K +$22K +867 New
VWA
1373
Valued Wealth Advisors
Utah
$22.3K
PAG
1374
Paladin Advisory Group
Iowa
$21.8K
WIM
1375
Westside Investment Management
California
$21.7K