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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
OFG
376
Omega Financial Group
California
$5.72M
CWA
377
Clearview Wealth Advisors
Oregon
$5.71M
RWM
378
RMG Wealth Management
Wisconsin
$5.66M
MF
379
Montis Financial
Massachusetts
$5.6M
AFP
380
Ausdal Financial Partners
Iowa
$5.59M
DCM
381
Dorato Capital Management
Colorado
$5.58M
TWM
382
Thrive Wealth Management
Pennsylvania
$5.57M
KAS
383
Kestra Advisory Services
Texas
$5.49M
Pathstone Holdings
384
Pathstone Holdings
New Jersey
$5.46M
SIC
385
Sigma Investment Counselors
Michigan
$5.4M
SAG
386
SageView Advisory Group
California
$5.32M
YIA
387
YHB Investment Advisors
Connecticut
$5.31M
Bank of Montreal
388
Bank of Montreal
Ontario, Canada
$5.29M
RMC
389
Ring Mountain Capital
California
$5.25M
SWP
390
Stratos Wealth Partners
Ohio
$5.19M
BIA
391
Bigelow Investment Advisors
Maine
$5.18M
SFS
392
Sowell Financial Services
Arkansas
$5.14M
AWM
393
Axxcess Wealth Management
California
$5.04M
TPCW
394
TD Private Client Wealth
New York
$5.03M
APSI
395
Asset Planning Services Inc
Louisiana
$4.95M
MTIC
396
Missouri Trust & Investment Company
Missouri
$4.93M
SWM
397
Selby Wealth Management
California
$4.91M
Financial Engines Advisors
398
Financial Engines Advisors
California
$4.89M
MWA
399
Muirfield Wealth Advisors
North Carolina
$4.86M
HFS
400
Hantz Financial Services
Michigan
$4.83M