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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
US Bancorp
1
US Bancorp
Minnesota
$5.42B -$19.3M -758,205 -0.4%
Creative Planning
2
Creative Planning
Kansas
$2.13B -$21.4M -843,732 -1%
MGIA
3
Moneta Group Investment Advisors
Missouri
$916M +$45.9M +1,808,743 +5%
HSA
4
HBK Sorce Advisory
Pennsylvania
$897M +$13.1M +515,524 +2%
SEI Investments
5
SEI Investments
Pennsylvania
$827M -$116M -4,574,972 -13%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$775M +$41.1M +1,616,966 +6%
SFG
7
Sage Financial Group
Pennsylvania
$659M +$5.06M +199,289 +0.8%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$514M -$3.71M -146,085 -0.7%
Cerity Partners
9
Cerity Partners
New York
$497M +$3.38M +133,206 +0.7%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$487M +$6.91M +272,099 +1%
Betterment LLC
11
Betterment LLC
New York
$476M -$16.9M -664,551 -4%
DE
12
Diversified Enterprises
Delaware
$434M +$5.59M +220,302 +1%
HighTower Advisors
13
HighTower Advisors
Illinois
$374M -$2.21M -86,994 -0.6%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$301M +$15.4M +607,736 +6%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$273M -$27.7M -1,089,816 -10%
PCIA
16
Prime Capital Investment Advisors
Kansas
$268M -$23.1M -907,977 -8%
ML
17
McAdam LLC
Pennsylvania
$254M +$8.37M +329,547 +4%
Mariner
18
Mariner
Kansas
$252M -$1.14M -44,780 -0.5%
Bank of America
19
Bank of America
North Carolina
$242M +$37.6M +1,479,921 +19%
JFG
20
JMG Financial Group
Illinois
$231M -$7.54M -297,042 -3%
KOC
21
Koss-Olinger Consulting
Florida
$230M -$1.71M -67,513 -0.7%
LPL Financial
22
LPL Financial
California
$217M +$29.9M +1,175,645 +17%
AssetMark Inc
23
AssetMark Inc
California
$201M +$13.9M +547,610 +8%
VIA
24
Vantagepoint Investment Advisers
District of Columbia
$200M +$193M +7,592,541 New
FEG
25
Fund Evaluation Group
Ohio
$189M -$4.47M -176,030 -2%