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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
WAG
401
Winthrop Advisory Group
Massachusetts
$4.82M
AI
402
Atria Investments
North Carolina
$4.79M
DP
403
Denver PWM
Colorado
$4.76M
WC
404
Waterloo Capital
Texas
$4.76M
CW
405
Code Waechter
Florida
$4.75M
BFS
406
Bradley Foster & Sargent
Connecticut
$4.75M
CFGA
407
Cambridge Financial Group (Arizona)
Arizona
$4.73M
EWM
408
Elmwood Wealth Management
California
$4.7M
PFM
409
Peak Financial Management
Massachusetts
$4.68M
IAN
410
Integrated Advisors Network
Texas
$4.66M
CPA
411
Cathy Pareto & Associates
Florida
$4.63M
CFG
412
Carr Financial Group
Massachusetts
$4.6M
CP
413
Creekside Partners
California
$4.58M
SHGA
414
Sand Hill Global Advisors
California
$4.56M
IWMA
415
Ironwood Wealth Management (Arizona)
Arizona
$4.56M
VFA
416
Valeo Financial Advisors
Indiana
$4.56M
AMG
417
Asset Management Group
Connecticut
$4.55M
HCM
418
Hollencrest Capital Management
California
$4.48M
CIBC Private Wealth Group
419
CIBC Private Wealth Group
Georgia
$4.48M
GRP
420
Global Retirement Partners
California
$4.46M
RWB
421
RMR Wealth Builders
New Jersey
$4.44M
CFG
422
Chapman Financial Group
Hawaii
$4.44M
FFA
423
First Foundation Advisors
California
$4.43M
SWM
424
Shelton Wealth Management
Texas
$4.4M
FVIM
425
Fort Vancouver Investment Management
Washington
$4.4M