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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
GPFA
376
Game Plan Financial Advisors
Ohio
$5.95M
HICL
377
Hamrick Investment Counsel, llc
Washington
$5.94M
VPIM
378
Vanguard Personalized Indexing Management
California
$5.88M
VA
379
Valmark Advisers
Ohio
$5.84M
B
380
Bailard
California
$5.8M
OFG
381
Omega Financial Group
California
$5.72M
CWA
382
Clearview Wealth Advisors
Oregon
$5.71M
RWM
383
RMG Wealth Management
Wisconsin
$5.66M
MF
384
Montis Financial
Massachusetts
$5.6M
AFP
385
Ausdal Financial Partners
Iowa
$5.59M
DCM
386
Dorato Capital Management
Colorado
$5.58M
TWM
387
Thrive Wealth Management
Pennsylvania
$5.57M
KAS
388
Kestra Advisory Services
Texas
$5.49M
MCM
389
Mengis Capital Management
Oregon
$5.49M
Pathstone Holdings
390
Pathstone Holdings
New Jersey
$5.46M
SIC
391
Sigma Investment Counselors
Michigan
$5.4M
SAG
392
SageView Advisory Group
California
$5.32M
YIA
393
YHB Investment Advisors
Connecticut
$5.31M
Bank of Montreal
394
Bank of Montreal
Ontario, Canada
$5.29M
RMC
395
Ring Mountain Capital
California
$5.25M
SWP
396
Stratos Wealth Partners
Ohio
$5.19M
BIA
397
Bigelow Investment Advisors
Maine
$5.18M
SFS
398
Sowell Financial Services
Arkansas
$5.14M
AWM
399
Axxcess Wealth Management
California
$5.04M
TPCW
400
TD Private Client Wealth
New York
$5.03M