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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
VWA
301
VSM Wealth Advisory
Maryland
$9.02M +$8.96M +335,557 New
MFP
302
Meramec Financial Planners
Missouri
$8.99M +$8.81M +330,039 New
EW
303
Element Wealth
Mississippi
$8.98M -$99.9K -3,742 -1%
PAG
304
Private Advisor Group
New Jersey
$8.9M -$1.25M -46,932 -12%
OPWM
305
Oakwell Private Wealth Management
Texas
$8.82M
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$8.68M -$202K -7,566 -2%
DWM
307
Dakota Wealth Management
Florida
$8.48M +$4.88M +182,724 +138%
GI
308
Gradient Investments
Minnesota
$8.36M +$523K +19,579 +7%
CWM
309
Circle Wealth Management
New Jersey
$8.35M
MS
310
Monetary Solutions
Ohio
$8.22M +$8.16M +305,547 New
TPA
311
Trivium Point Advisory
Connecticut
$8.21M +$42.5K +1,592 +0.5%
Bank of New York Mellon
312
Bank of New York Mellon
New York
$8.2M +$2.1M +78,778 +35%
PIMG
313
Patriot Investment Management Group
Tennessee
$8.2M -$1.51M -56,443 -16%
ACM
314
Argent Capital Management
Missouri
$8.18M +$7.71M +288,677 +1,867%
CFA
315
Cahill Financial Advisors
Minnesota
$8.09M -$492K -18,437 -6%
SP
316
SWS Partners
Ohio
$8.06M -$76.9K -2,878 -1%
AIM
317
AMI Investment Management
Indiana
$8M -$73.5K -2,752 -0.9%
BAM
318
Berkshire Asset Management
Pennsylvania
$7.98M +$367K +13,751 +5%
NIM
319
Nicollet Investment Management
Minnesota
$7.9M
VI
320
VanderPol Investments
Michigan
$7.85M +$116K +4,348 +2%
RG
321
Raine Group
New York
$7.84M -$1.94M -72,690 -20%
CIA
322
Concurrent Investment Advisors
Florida
$7.84M -$5.62M -210,292 -42%
MW
323
MBL Wealth
North Carolina
$7.77M +$1.47K +55 +0%
RTL
324
Red Tortoise LLC
Georgia
$7.67M -$10.3K -384 -0.1%
HG
325
Harbor Group
New Hampshire
$7.62M -$80.9K -3,030 -1%