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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
AMM
251
American Money Management
California
$12.1M
NA
252
NewEdge Advisors
Louisiana
$12M
BAMG
253
Brand Asset Management Group
Missouri
$12M
NFG
254
Nations Financial Group
Iowa
$11.9M
LFG
255
Leverty Financial Group
Wisconsin
$11.8M
SFWC
256
Strategic Family Wealth Counselors
New Jersey
$11.7M
FIA
257
Foundations Investment Advisors
Arizona
$11.7M
LWM
258
LongView Wealth Management
Georgia
$11.6M
FF
259
Farrell Financial
New York
$11.6M
CHA
260
Cooper/Haims Advisors
New York
$11.6M
RWP
261
Revolve Wealth Partners
New Jersey
$11.6M
YAIA
262
Yanni & Associates Investment Advisors
Pennsylvania
$11.6M
MWM
263
Mission Wealth Management
California
$11.5M
NP
264
NorthRock Partners
Minnesota
$11.5M
AWE
265
Avidian Wealth Enterprises
Texas
$11.4M
EWP
266
Elevation Wealth Partners
California
$11.3M
FF
267
Farnam Financial
Arizona
$11.2M
BFA
268
Ballast Financial Advisors
Pennsylvania
$11.2M
GFP
269
Guardian Financial Partners
California
$11.1M
RWRC
270
R.W. Roge & Company
New York
$10.8M
AWM
271
Apollon Wealth Management
South Carolina
$10.7M
MA
272
MBA Advisors
Pennsylvania
$10.7M
MML Investors Services
273
MML Investors Services
Massachusetts
$10.7M
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$10.7M
CPL
275
CAP Partners LLC
Tennessee
$10.6M