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Schwab US Large- Cap ETF

1,518 hedge funds and large institutions have $29.9B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 537 increasing their positions, 549 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $28.6B → $29.9B (+$1.23B)

0.03% more ownership

Funds ownership: 47.04%47.07% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
196
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
$328K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
226
Sigma Planning Corp
Michigan
$14.4M
PGFC
227
Peapack-Gladstone Financial Corp
New Jersey
$14.2M
BW
228
Balance Wealth
Ohio
$14.2M
LPAM
229
Lodestar Private Asset Management
California
$14.1M
SAI
230
Savvy Advisors Inc
New York
$14M
WA
231
Waverly Advisors
Alabama
$13.9M
AIA
232
Arcadia Investment Advisors
Idaho
$13.8M
ACG
233
Allen Capital Group
Nebraska
$13.8M
CFO
234
CVA Family Office
Colorado
$13.6M
VT
235
Vise Technologies
New York
$13.5M
GC
236
Grimes & Company
Massachusetts
$13.2M
KW
237
Keyvantage Wealth
Pennsylvania
$13.2M
EF
238
Envision Financial
Wisconsin
$13.1M
ELM
239
Elite Life Management
Florida
$13M
CA
240
CoreCap Advisors
Michigan
$12.8M
GCM
241
G2 Capital Management
Ohio
$12.6M
NSAM
242
North Star Asset Management
Wisconsin
$12.6M
SCM
243
SCS Capital Management
Massachusetts
$12.4M
MFA
244
Morling Financial Advisors
California
$12.3M
IWM
245
IHT Wealth Management
Illinois
$12.3M
AFP
246
Arnold Financial Planning
Iowa
$12.2M
EA
247
Enclave Advisors
Texas
$12.2M
AMM
248
American Money Management
California
$12.1M
NA
249
NewEdge Advisors
Louisiana
$12M
BAMG
250
Brand Asset Management Group
Missouri
$12M