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Schwab US Large- Cap ETF

1,549 hedge funds and large institutions have $30.2B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 547 increasing their positions, 551 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $328K

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4381,549 (+111)

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

5% more capital invested

Capital invested by funds: $28.7B → $30.2B (+$1.53B)

0.51% more ownership

Funds ownership: 47.11%47.62% (+0.51%)

1% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 551

Holders
1,549
Holders Change
+111
Holders Change %
+7.72%
% of All Funds
18.85%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
2.51%
New
192
Increased
547
Reduced
551
Closed
54
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
MBI
226
May Barnhard Investments
Maryland
$14.7M -$952K -35,652 -6%
BCP
227
Blackhawk Capital Partners
Wisconsin
$14.7M +$274K +10,255 +2%
VCM
228
Vivaldi Capital Management
Illinois
$14.6M +$166K +6,222 +1%
CG
229
Caprock Group
Idaho
$14.5M +$2.95M +110,345 +26%
SPC
230
Sigma Planning Corp
Michigan
$14.4M -$640K -23,966 -4%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$14.2M -$42K -1,574 -0.3%
BW
232
Balance Wealth
Ohio
$14.2M +$134K +5,010 +1%
LPAM
233
Lodestar Private Asset Management
California
$14.1M +$69K +2,584 +0.5%
SAI
234
Savvy Advisors Inc
New York
$14M +$650K +24,328 +5%
WA
235
Waverly Advisors
Alabama
$13.9M +$580K +21,727 +4%
AIA
236
Arcadia Investment Advisors
Idaho
$13.8M -$264K -9,870 -2%
ACG
237
Allen Capital Group
Nebraska
$13.8M -$170K -6,360 -1%
CFO
238
CVA Family Office
Colorado
$13.6M -$5.82K -218 -0%
VT
239
Vise Technologies
New York
$13.5M +$3.46M +129,660 +35%
GC
240
Grimes & Company
Massachusetts
$13.2M -$380K -14,228 -3%
KW
241
Keyvantage Wealth
Pennsylvania
$13.2M -$256K -9,599 -2%
EF
242
Envision Financial
Wisconsin
$13.1M -$323K -12,090 -2%
ELM
243
Elite Life Management
Florida
$13M -$170K -6,371 -1%
CA
244
CoreCap Advisors
Michigan
$12.8M +$775K +29,014 +7%
GCM
245
G2 Capital Management
Ohio
$12.6M -$53.6K -2,007 -0.4%
NSAM
246
North Star Asset Management
Wisconsin
$12.6M -$131K -4,893 -1%
SCM
247
SCS Capital Management
Massachusetts
$12.4M -$114K -4,250 -0.9%
MFA
248
Morling Financial Advisors
California
$12.3M +$286K +10,715 +2%
IWM
249
IHT Wealth Management
Illinois
$12.3M -$487K -18,237 -4%
AFP
250
Arnold Financial Planning
Iowa
$12.2M +$12.1M +453,850 New