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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
DWM
301
Dakota Wealth Management
Florida
$8.48M
GI
302
Gradient Investments
Minnesota
$8.36M
CWM
303
Circle Wealth Management
New Jersey
$8.35M
MSL
304
Monetary Solutions, Ltd
Ohio
$8.22M
TPA
305
Trivium Point Advisory
Connecticut
$8.21M
Bank of New York Mellon
306
Bank of New York Mellon
New York
$8.2M
PIMG
307
Patriot Investment Management Group
Tennessee
$8.2M
ACM
308
Argent Capital Management
Missouri
$8.18M
CFA
309
Cahill Financial Advisors
Minnesota
$8.09M
SP
310
SWS Partners
Ohio
$8.06M
AIM
311
AMI Investment Management
Indiana
$8M
BAM
312
Berkshire Asset Management
Pennsylvania
$7.98M
NIM
313
Nicollet Investment Management
Minnesota
$7.9M
VI
314
VanderPol Investments
Michigan
$7.85M
RG
315
Raine Group
New York
$7.84M
CIA
316
Concurrent Investment Advisors
Florida
$7.84M
MW
317
MBL Wealth
North Carolina
$7.77M
RTL
318
Red Tortoise LLC
Georgia
$7.67M
HG
319
Harbor Group
New Hampshire
$7.62M
ACM
320
Arcataur Capital Management
Wisconsin
$7.61M
GGI
321
GPM Growth Investors
Michigan
$7.57M
BCM
322
Barden Capital Management
Texas
$7.57M
FSWA
323
Financial Synergies Wealth Advisors
Texas
$7.53M
CFMC
324
Curbstone Financial Management Corp
New Hampshire
$7.51M
MHR
325
Matthew Hamilton Rosenberg
$7.49M