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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
TC
1451
TownSquare Capital
Utah
-$669K -27,373 Closed
FFS
1452
Founders Financial Securities
Maryland
-$656K -26,852 Closed
EP
1453
Edgestream Partners
New Jersey
-$652K -26,688 Closed
TBC
1454
Ted Buchan & Co
California
-$559K -22,860 Closed
CPA
1455
Compass Planning Associates
Massachusetts
-$548K -22,437 Closed
AAP
1456
Arax Advisory Partners
Colorado
-$510K -20,878 Closed
LWL
1457
Leo Wealth LLC
Texas
-$472K -19,321 Closed
VWA
1458
VSM Wealth Advisory
Maryland
-$494K -17,844 Closed
OWP
1459
Obermeyer Wealth Partners
Colorado
-$420K -17,187 Closed
BFA
1460
Bright Financial Advisors
Michigan
-$398K -16,292 Closed
I
1461
INVST
Indiana
-$347K -14,203 Closed
BAM
1462
BOS Asset Management
Illinois
-$326K -13,332 Closed
AIIMS
1463
Analyst IMS Investment Management Services
Israel
-$308K -12,600 Closed
CFG
1464
Carter Financial Group
Illinois
-$301K -12,322 Closed
PFPT
1465
Pinnacle Financial Partners (Tennessee)
Tennessee
-$294K -12,014 Closed
CWA
1466
Capital Wealth Alliance
Arizona
-$253K -10,368 Closed
FA
1467
FSA Advisors
Michigan
-$253K -10,354 Closed
SI
1468
Shaker Investments
Ohio
-$250K -10,228 Closed
SFG
1469
Socha Financial Group
New York
-$227K -9,302 Closed
AAS
1470
Annex Advisory Services
Wisconsin
-$201K -8,220 Closed
AWM
1471
Atticus Wealth Management
Florida
-$161K -6,608 Closed
OW
1472
Olistico Wealth
Oklahoma
-$120K -4,905 Closed
FFO
1473
Fortitude Family Office
Arizona
-$66.7K -2,730 Closed
SO
1474
Sierra Ocean
California
-$64.4K -2,633 Closed
BMM
1475
Berkshire Money Management
Massachusetts
-$44.9K -1,836 Closed