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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
ACM
176
Alpha Capital Management
Texas
$21.4M -$420K -16,533 -2%
WCFP
177
White & Co Financial Planning
Washington
$21.4M -$458K -18,052 -2%
AAS
178
Asset Allocation Strategies
Michigan
$21.4M +$1.56M +61,503 +8%
BDF
179
Black Diamond Financial
Maryland
$21.2M +$932K +36,712 +5%
MI
180
Moneywise Inc
Virginia
$21.1M -$778K -30,646 -4%
Wellington Management Group
181
Wellington Management Group
Massachusetts
$21.1M +$20.3M +799,302 New
AWM
182
Abound Wealth Management
Tennessee
$20.8M +$97K +3,818 +0.5%
GIA
183
Gladstone Institutional Advisory
Florida
$20.7M -$268K -10,562 -1%
MA
184
MCF Advisors
Kentucky
$20.6M -$207K -8,161 -1%
SFG
185
SNS Financial Group
Minnesota
$20.2M -$538K -21,185 -3%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$20.1M +$171K +6,723 +0.9%
Truist Financial
187
Truist Financial
North Carolina
$19.7M -$4.66M -183,607 -20%
TIM
188
Tortoise Investment Management
New York
$19.6M -$228K -8,982 -1%
FNC
189
First National Corp
Massachusetts
$19.4M +$270K +10,650 +1%
LFS
190
Lutz Financial Services
Nebraska
$19.4M -$35K -1,377 -0.2%
AZ
191
Alpha Zero
Florida
$19.3M +$623K +24,539 +3%
GFM
192
GEN Financial Management
Minnesota
$18.9M -$2.27M -89,536 -11%
IRC
193
Investors Research Corp
Georgia
$18.9M +$694K +27,333 +4%
CCM
194
Coldstream Capital Management
Washington
$18.9M -$1.28M -50,465 -7%
JCM
195
Jacobi Capital Management
Pennsylvania
$18.8M -$558K -21,959 -3%
SEM
196
Strategic Equity Management
Arizona
$18.5M -$1.25M -49,104 -7%
LIM
197
Leavell Investment Management
Alabama
$18.2M -$175K -6,890 -1%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$18.1M -$1.47M -57,729 -8%
USWIA
199
UP Strategic Wealth Investment Advisors
Pennsylvania
$17.9M +$876K +34,512 +5%
BWM
200
BCS Wealth Management
Tennessee
$17.7M -$3.19M -125,494 -16%