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Schwab US Large- Cap ETF

1,537 hedge funds and large institutions have $30.1B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 540 increasing their positions, 551 reducing their positions, and 54 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:

5% more capital invested

Capital invested by funds: $28.6B → $30.1B (+$1.51B)

0.47% more ownership

Funds ownership: 47.05%47.52% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

Holders
1,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
BCP
226
Blackhawk Capital Partners
Wisconsin
$14.7M
VCM
227
Vivaldi Capital Management
Illinois
$14.6M
CG
228
Caprock Group
Idaho
$14.5M
SPC
229
Sigma Planning Corp
Michigan
$14.4M
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$14.2M
BW
231
Balance Wealth
Ohio
$14.2M
LPAM
232
Lodestar Private Asset Management
California
$14.1M
SAI
233
Savvy Advisors Inc
New York
$14M
WA
234
Waverly Advisors
Alabama
$13.9M
AIA
235
Arcadia Investment Advisors
Idaho
$13.8M
ACG
236
Allen Capital Group
Nebraska
$13.8M
CFO
237
CVA Family Office
Colorado
$13.6M
VT
238
Vise Technologies
New York
$13.5M
GC
239
Grimes & Company
Massachusetts
$13.2M
KW
240
Keyvantage Wealth
Pennsylvania
$13.2M
EF
241
Envision Financial
Wisconsin
$13.1M
ELM
242
Elite Life Management
Florida
$13M
CA
243
CoreCap Advisors
Michigan
$12.8M
GCM
244
G2 Capital Management
Ohio
$12.6M
NSAM
245
North Star Asset Management
Wisconsin
$12.6M
SCM
246
SCS Capital Management
Massachusetts
$12.4M
MFA
247
Morling Financial Advisors
California
$12.3M
IWM
248
IHT Wealth Management
Illinois
$12.3M
AFP
249
Arnold Financial Planning
Iowa
$12.2M
EA
250
Enclave Advisors
Texas
$12.2M