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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
ACM
326
Arcataur Capital Management
Wisconsin
$7.61M -$79.3K -2,968 -1%
GGI
327
GPM Growth Investors
Michigan
$7.57M -$135K -5,059 -2%
BCM
328
Barden Capital Management
Texas
$7.57M +$403K +15,078 +6%
FSWA
329
Financial Synergies Wealth Advisors
Texas
$7.53M -$105K -3,947 -1%
CFMC
330
Curbstone Financial Management Corp
New Hampshire
$7.51M +$207K +7,760 +3%
MHR
331
Matthew Hamilton Rosenberg
$7.49M -$232K -8,678 -3%
SBH
332
Segall Bryant & Hamill
Illinois
$7.44M +$7.39M +276,549 New
ATWA
333
Arbor Trust Wealth Advisors
Michigan
$7.4M -$117K -4,393 -2%
MWA
334
Medallion Wealth Advisors
Connecticut
$7.39M +$906K +33,917 +14%
SFC
335
Summit Financial Consulting
Michigan
$7.37M +$602K +22,548 +9%
TWP
336
Tempus Wealth Planning
California
$7.3M +$242K +9,055 +3%
CG
337
Cynosure Group
Utah
$7.29M -$50.4K -1,889 -0.7%
FLPIM
338
F.L. Putnam Investment Management
Massachusetts
$7.27M -$7.73M -289,560 -52%
DSA
339
Droms Strauss Advisors
Missouri
$7.24M -$244K -9,118 -3%
AWM
340
AE Wealth Management
Kansas
$7.21M +$4.65M +173,975 +185%
IP
341
Ignite Planners
California
$7.21M +$1.51M +56,528 +27%
GCA
342
Gradient Capital Advisors
California
$7.15M -$372K -13,917 -5%
MAS
343
Madden Advisory Services
Florida
$7.15M -$138K -5,168 -2%
CWM
344
Castle Wealth Management
Florida
$7.11M -$1.12M -41,879 -14%
PFM
345
Phillips Financial Management
Indiana
$7.05M +$147K +5,523 +2%
SPA
346
Sentinel Pension Advisors
Massachusetts
$7.03M +$335K +12,556 +5%
BCWM
347
Bartlett & Co Wealth Management
Ohio
$7M -$251K -9,405 -3%
TSWM
348
Triangle Securities Wealth Management
North Carolina
$6.97M +$49.3K +1,845 +0.7%
SWA
349
SFMG Wealth Advisors
Texas
$6.95M +$25.2K +944 +0.4%
SEIA
350
Signature Estate & Investment Advisors
California
$6.94M +$483K +18,079 +8%