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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
NFG
251
Nations Financial Group
Iowa
$11.9M
LFG
252
Leverty Financial Group
Wisconsin
$11.8M
SFWC
253
Strategic Family Wealth Counselors
New Jersey
$11.7M
FIA
254
Foundations Investment Advisors
Arizona
$11.7M
LWM
255
LongView Wealth Management
Georgia
$11.6M
FF
256
Farrell Financial
New York
$11.6M
CHA
257
Cooper/Haims Advisors
New York
$11.6M
RWP
258
Revolve Wealth Partners
New Jersey
$11.6M
YAIA
259
Yanni & Associates Investment Advisors
Pennsylvania
$11.6M
MWM
260
Mission Wealth Management
California
$11.5M
NP
261
NorthRock Partners
Minnesota
$11.5M
AWE
262
Avidian Wealth Enterprises
Texas
$11.4M
EWP
263
Elevation Wealth Partners
California
$11.3M
FF
264
Farnam Financial
Arizona
$11.2M
BFA
265
Ballast Financial Advisors
Pennsylvania
$11.2M
GFP
266
Guardian Financial Partners
California
$11.1M
RWRC
267
R.W. Roge & Company
New York
$10.8M
AWM
268
Apollon Wealth Management
South Carolina
$10.7M
MA
269
MBA Advisors
Pennsylvania
$10.7M
MML Investors Services
270
MML Investors Services
Massachusetts
$10.7M
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$10.7M
CPL
272
CAP Partners LLC
Tennessee
$10.6M
UAG
273
United Advisor Group
Ohio
$10.4M
Renaissance Technologies
274
Renaissance Technologies
New York
$10.4M
KF
275
K2 Financial
California
$10.4M