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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
FSWA
326
Financial Synergies Wealth Advisors
Texas
$7.53M
CFMC
327
Curbstone Financial Management Corp
New Hampshire
$7.51M
MHR
328
Matthew Hamilton Rosenberg
$7.49M
SBH
329
Segall Bryant & Hamill
Illinois
$7.44M
ATWA
330
Arbor Trust Wealth Advisors
Michigan
$7.4M
SFC
331
Summit Financial Consulting
Michigan
$7.37M
TWP
332
Tempus Wealth Planning
California
$7.3M
CG
333
Cynosure Group
Utah
$7.29M
FLPIM
334
F.L. Putnam Investment Management
Massachusetts
$7.27M
DSA
335
Droms Strauss Advisors
Missouri
$7.24M
AWM
336
AE Wealth Management
Kansas
$7.21M
IP
337
Ignite Planners
California
$7.21M
GCA
338
Gradient Capital Advisors
California
$7.15M
MAS
339
Madden Advisory Services
Florida
$7.15M
CWM
340
Castle Wealth Management
Florida
$7.11M
PFM
341
Phillips Financial Management
Indiana
$7.05M
SPA
342
Sentinel Pension Advisors
Massachusetts
$7.03M
BCWM
343
Bartlett & Co Wealth Management
Ohio
$7M
TSWM
344
Triangle Securities Wealth Management
North Carolina
$6.97M
SWA
345
SFMG Wealth Advisors
Texas
$6.95M
SEIA
346
Signature Estate & Investment Advisors
California
$6.94M
CCM
347
Cannon Capital Management
Utah
$6.77M
KF
348
Krilogy Financial
Missouri
$6.77M
JFGLC
349
Johnson Financial Group LLC (Colorado)
Colorado
$6.76M
FFG
350
Floyd Financial Group
Missouri
$6.74M