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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
SBH
326
Segall Bryant & Hamill
Illinois
$7.44M
ATWA
327
Arbor Trust Wealth Advisors
Michigan
$7.4M
SFC
328
Summit Financial Consulting
Michigan
$7.37M
TWP
329
Tempus Wealth Planning
California
$7.3M
CG
330
Cynosure Group
Utah
$7.29M
FLPIM
331
F.L. Putnam Investment Management
Massachusetts
$7.27M
DSA
332
Droms Strauss Advisors
Missouri
$7.24M
AWM
333
AE Wealth Management
Kansas
$7.21M
IP
334
Ignite Planners
California
$7.21M
GCA
335
Gradient Capital Advisors
California
$7.15M
MAS
336
Madden Advisory Services
Florida
$7.15M
CWM
337
Castle Wealth Management
Florida
$7.11M
PFM
338
Phillips Financial Management
Indiana
$7.05M
SPA
339
Sentinel Pension Advisors
Massachusetts
$7.03M
BCWM
340
Bartlett & Co Wealth Management
Ohio
$7M
TSWM
341
Triangle Securities Wealth Management
North Carolina
$6.97M
SWA
342
SFMG Wealth Advisors
Texas
$6.95M
SEIA
343
Signature Estate & Investment Advisors
California
$6.94M
CCM
344
Cannon Capital Management
Utah
$6.77M
KF
345
Krilogy Financial
Missouri
$6.77M
JFGLC
346
Johnson Financial Group LLC (Colorado)
Colorado
$6.76M
FFG
347
Floyd Financial Group
Missouri
$6.74M
SMA
348
Sage Mountain Advisors
Georgia
$6.72M
KFC
349
Klingenstein Fields & Co
New York
$6.71M
LFGO
350
Legacy Financial Group (Oklahoma)
Oklahoma
$6.61M