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Schwab US Large- Cap ETF

1,549 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: 1,4381,549 (+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
1,549
Holders Change
+111
Holders Change %
+7.72%
% 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
BIA
401
Bigelow Investment Advisors
Maine
$5.18M -$450K -16,859 -8%
SFS
402
Sowell Financial Services
Arkansas
$5.14M +$675K +25,260 +15%
AWM
403
Axxcess Wealth Management
California
$5.04M +$1.36M +50,996 +37%
TPCW
404
TD Private Client Wealth
New York
$5.03M +$143K +5,337 +3%
TC
405
Tenret Company
Florida
$4.99M
APSI
406
Asset Planning Services Inc
Louisiana
$4.95M -$128K -4,810 -3%
MTIC
407
Missouri Trust & Investment Company
Missouri
$4.93M +$66.4K +2,488 +1%
SWM
408
Selby Wealth Management
California
$4.91M +$4.87M +182,490 New
Financial Engines Advisors
409
Financial Engines Advisors
California
$4.89M -$69.4K -2,599 -1%
MWA
410
Muirfield Wealth Advisors
North Carolina
$4.86M -$149K -5,584 -3%
HFS
411
Hantz Financial Services
Michigan
$4.83M +$849K +31,774 +21%
WAG
412
Winthrop Advisory Group
Massachusetts
$4.82M -$90.1K -3,375 -2%
AI
413
Atria Investments
North Carolina
$4.79M -$4.27M -160,001 -47%
DP
414
Denver PWM
Colorado
$4.76M
WC
415
Waterloo Capital
Texas
$4.76M -$224K -8,390 -5%
CW
416
Code Waechter
Florida
$4.75M -$118K -4,428 -2%
BFS
417
Bradley Foster & Sargent
Connecticut
$4.75M -$35.8K -1,340 -0.8%
CFGA
418
Cambridge Financial Group (Arizona)
Arizona
$4.73M +$28.8K +1,079 +0.6%
EWM
419
Elmwood Wealth Management
California
$4.7M -$82.6K -3,094 -2%
PFM
420
Peak Financial Management
Massachusetts
$4.68M -$205K -7,679 -4%
IAN
421
Integrated Advisors Network
Texas
$4.66M -$91.2K -3,414 -2%
CPA
422
Cathy Pareto & Associates
Florida
$4.63M +$31.3K +1,172 +0.7%
CFG
423
Carr Financial Group
Massachusetts
$4.6M -$124K -4,625 -3%
CP
424
Creekside Partners
California
$4.58M -$398K -14,887 -8%
SHGA
425
Sand Hill Global Advisors
California
$4.56M +$262K +9,799 +6%