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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
PA
276
PFG Advisors
Arizona
$10.3M
PIP
277
Peachtree Investment Partners
Florida
$10.2M
IC
278
IEQ Capital
California
$10.1M
GSAM
279
Grant Street Asset Management
Pennsylvania
$10.1M
AC
280
Attessa Capital
Arizona
$10M
GEM
281
Global Endowment Management
North Carolina
$9.79M
WETS
282
Wealth Enhancement Trust Services
South Dakota
$9.77M
RFA
283
RTD Financial Advisors
Pennsylvania
$9.61M
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$9.58M
USCWA
285
U.S. Capital Wealth Advisors
Texas
$9.57M
ADL
286
Asset Dedication LLC
California
$9.56M
LF
287
Lee Financial
Texas
$9.56M
PA
288
Planning Alternatives
Michigan
$9.54M
CWA
289
Consilium Wealth Advisory
Texas
$9.53M
LPT
290
Legacy Private Trust
Wisconsin
$9.49M
ASN
291
Advisory Services Network
Georgia
$9.47M
AC
292
AlphaCore Capital
California
$9.39M
BIP
293
Blueprint Investment Partners
North Carolina
$9.38M
Lido Advisors
294
Lido Advisors
California
$9.15M
VWA
295
VSM Wealth Advisory
Maryland
$9.02M
MFP
296
Meramec Financial Planners
Missouri
$8.99M
EW
297
Element Wealth
Mississippi
$8.98M
PAG
298
Private Advisor Group
New Jersey
$8.9M
OPWM
299
Oakwell Private Wealth Management
Texas
$8.82M
WCFA
300
Walkner Condon Financial Advisors
Wisconsin
$8.68M