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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
KWM
1376
Kiker Wealth Management
Georgia
$21.5K +$1.29K +51 +7%
PIS
1377
POM Investment Strategies
North Carolina
$21.3K
TWM
1378
Topsail Wealth Management
North Carolina
$16.6K
AWM
1379
Angeles Wealth Management
California
$16.5K
HCM
1380
Horrell Capital Management
Arkansas
$16K
AWM
1381
Aberdeen Wealth Management
Illinois
$15.8K
CSPIA
1382
Cary Street Partners Investment Advisory
Virginia
$15.7K +$15.1K +595 New
WA
1383
Whipplewood Advisors
Colorado
$15.4K -$614K -24,198 -98%
CCMW
1384
Cypress Capital Management (Wyoming)
Wyoming
$15.2K
BI
1385
Binnacle Investments
Iowa
$14.5K
HFS
1386
Hopwood Financial Services
Virginia
$13.4K
HBW
1387
Hazlett, Burt & Watson
West Virginia
$13K
TC
1388
Truvestments Capital
Florida
$12.2K +$11.7K +462 New
CSC
1389
Caldwell Sutter Capital
California
$12K +$11.6K +457 New
MM
1390
Main Management
California
$12K
PFA
1391
Pillar Financial Advisors
Kentucky
$11.6K
MSFP
1392
Mark Sheptoff Financial Planning
Connecticut
$11.5K +$11.1K +438 New
DF
1393
Dunhill Financial
United Kingdom
$11K +$25 +1 +0.2%
MCA
1394
Maryland Capital Advisors
Maryland
$11K +$10.6K +417 New
FWM
1395
FSA Wealth Management
Massachusetts
$10.7K +$25 +1 +0.2%
KFP
1396
Kerr Financial Planning
California
$10.6K +$10.1K +398 New
RF
1397
Robinswood Financial
Washington
$10.2K
OHWP
1398
Oak Harbor Wealth Partners
North Carolina
$9.64K +$8.84K +348 +1,933%
PA
1399
Pineridge Advisors
Missouri
$9.4K
KG
1400
Kilter Group
New York
$9.22K +$178 +7 +2%