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Schwab US Large- Cap ETF

1,550 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: 1,4391,550 (+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
1,550
Holders Change
+111
Holders Change %
+7.71%
% 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
BJL
376
Brighton Jones LLC
Washington
$5.99M +$46.4K +1,737 +0.8%
USWG
377
U.S. Wealth Group
New York
$5.97M -$115K -4,297 -2%
ECML
378
Eagle Capital Management (Louisiana)
Louisiana
$5.96M +$105K +3,949 +2%
JWCA
379
J.W. Cole Advisors
Florida
$5.95M +$38.4K +1,439 +0.6%
GPFA
380
Game Plan Financial Advisors
Ohio
$5.95M -$2.96K -111 -0.1%
HIC
381
Hamrick Investment Counsel
Washington
$5.94M +$5.89M +220,683 New
VPIM
382
Vanguard Personalized Indexing Management
California
$5.88M
VA
383
Valmark Advisers
Ohio
$5.84M -$9.61K -360 -0.2%
B
384
Bailard
California
$5.8M -$37.8K -1,417 -0.7%
OFG
385
Omega Financial Group
California
$5.72M -$383K -14,338 -6%
CWA
386
Clearview Wealth Advisors
Oregon
$5.71M -$20.5K -766 -0.4%
RWM
387
RMG Wealth Management
Wisconsin
$5.66M +$5.2M +194,716 +9,461%
MF
388
Montis Financial
Massachusetts
$5.6M -$203K -7,611 -4%
AFP
389
Ausdal Financial Partners
Iowa
$5.59M -$325K -12,177 -6%
DCM
390
Dorato Capital Management
Colorado
$5.58M +$5.47M +204,668 New
TWM
391
Thrive Wealth Management
Pennsylvania
$5.57M +$1.79K +67 +0%
KAS
392
Kestra Advisory Services
Texas
$5.49M +$461K +17,266 +9%
MCM
393
Mengis Capital Management
Oregon
$5.49M +$103K +3,862 +2%
Pathstone Holdings
394
Pathstone Holdings
New Jersey
$5.46M +$51.7K +1,935 +1%
SIC
395
Sigma Investment Counselors
Michigan
$5.4M -$326K -12,223 -6%
SAG
396
SageView Advisory Group
California
$5.32M -$144K -5,381 -3%
YIA
397
YHB Investment Advisors
Connecticut
$5.31M +$1.36M +50,920 +35%
Bank of Montreal
398
Bank of Montreal
Ontario, Canada
$5.29M -$242K -9,073 -4%
RMC
399
Ring Mountain Capital
California
$5.25M -$65.4K -2,449 -1%
SWP
400
Stratos Wealth Partners
Ohio
$5.19M +$229K +8,574 +5%