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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
EA
251
Enclave Advisors
Texas
$12.2M -$256K -9,587 -2%
AMM
252
American Money Management
California
$12.1M +$87.2K +3,266 +0.7%
NA
253
NewEdge Advisors
Louisiana
$12M -$302K -11,317 -2%
BAMG
254
Brand Asset Management Group
Missouri
$12M -$880K -32,954 -7%
FFP
255
Frisco Financial Planning
Texas
$11.9M -$11.3K -425 -0.1%
NFG
256
Nations Financial Group
Iowa
$11.9M +$5.79M +216,944 +97%
LFG
257
Leverty Financial Group
Wisconsin
$11.8M +$465K +17,429 +4%
SFWC
258
Strategic Family Wealth Counselors
New Jersey
$11.7M +$30.3K +1,135 +0.3%
FIA
259
Foundations Investment Advisors
Arizona
$11.7M +$1.48M +55,374 +15%
LWM
260
LongView Wealth Management
Georgia
$11.6M -$78.8K -2,952 -0.7%
FF
261
Farrell Financial
New York
$11.6M -$163K -6,106 -1%
CHA
262
Cooper/Haims Advisors
New York
$11.6M -$182K -6,805 -2%
RWP
263
Revolve Wealth Partners
New Jersey
$11.6M +$67.1K +2,513 +0.6%
YAIA
264
Yanni & Associates Investment Advisors
Pennsylvania
$11.6M +$11.5M +429,291 New
MWM
265
Mission Wealth Management
California
$11.5M -$1.91M -71,515 -14%
NP
266
NorthRock Partners
Minnesota
$11.5M +$389K +14,566 +4%
AWE
267
Avidian Wealth Enterprises
Texas
$11.4M -$82K -3,070 -0.7%
EWP
268
Elevation Wealth Partners
California
$11.3M -$452K -16,919 -4%
FF
269
Farnam Financial
Arizona
$11.2M -$2.75M -102,888 -20%
BFA
270
Ballast Financial Advisors
Pennsylvania
$11.2M +$11.1M +415,341 New
GFP
271
Guardian Financial Partners
California
$11.1M +$180K +6,747 +2%
RWRC
272
R.W. Roge & Company
New York
$10.8M -$11.6K -433 -0.1%
AWM
273
Apollon Wealth Management
South Carolina
$10.7M -$468K -17,515 -4%
MA
274
MBA Advisors
Pennsylvania
$10.7M +$84.6K +3,166 +0.8%
MML Investors Services
275
MML Investors Services
Massachusetts
$10.7M +$648K +24,258 +7%