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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
UAG
276
United Advisor Group
Ohio
$10.4M
Renaissance Technologies
277
Renaissance Technologies
New York
$10.4M
KF
278
K2 Financial
California
$10.4M
PA
279
PFG Advisors
Arizona
$10.3M
PIP
280
Peachtree Investment Partners
Florida
$10.2M
IC
281
IEQ Capital
California
$10.1M
GSAM
282
Grant Street Asset Management
Pennsylvania
$10.1M
AC
283
Attessa Capital
Arizona
$10M
GEM
284
Global Endowment Management
North Carolina
$9.79M
WETS
285
Wealth Enhancement Trust Services
South Dakota
$9.77M
RFA
286
RTD Financial Advisors
Pennsylvania
$9.61M
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$9.58M
USCWA
288
U.S. Capital Wealth Advisors
Texas
$9.57M
ADL
289
Asset Dedication LLC
California
$9.56M
LF
290
Lee Financial
Texas
$9.56M
PA
291
Planning Alternatives
Michigan
$9.54M
CWA
292
Consilium Wealth Advisory
Texas
$9.53M
LPT
293
Legacy Private Trust
Wisconsin
$9.49M
ASN
294
Advisory Services Network
Georgia
$9.47M
AC
295
AlphaCore Capital
California
$9.39M
BIP
296
Blueprint Investment Partners
North Carolina
$9.38M
Lido Advisors
297
Lido Advisors
California
$9.15M
VWA
298
VSM Wealth Advisory
Maryland
$9.02M
MFP
299
Meramec Financial Planners
Missouri
$8.99M
EW
300
Element Wealth
Mississippi
$8.98M