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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
APSI
401
Asset Planning Services Inc
Louisiana
$4.95M
MTIC
402
Missouri Trust & Investment Company
Missouri
$4.93M
SWM
403
Selby Wealth Management
California
$4.91M
Financial Engines Advisors
404
Financial Engines Advisors
California
$4.89M
MWA
405
Muirfield Wealth Advisors
North Carolina
$4.86M
HFS
406
Hantz Financial Services
Michigan
$4.83M
WAG
407
Winthrop Advisory Group
Massachusetts
$4.82M
AI
408
Atria Investments
North Carolina
$4.79M
DP
409
Denver PWM
Colorado
$4.76M
WC
410
Waterloo Capital
Texas
$4.76M
CW
411
Code Waechter
Florida
$4.75M
BFS
412
Bradley Foster & Sargent
Connecticut
$4.75M
CFGA
413
Cambridge Financial Group (Arizona)
Arizona
$4.73M
EWM
414
Elmwood Wealth Management
California
$4.7M
PFM
415
Peak Financial Management
Massachusetts
$4.68M
IAN
416
Integrated Advisors Network
Texas
$4.66M
CPA
417
Cathy Pareto & Associates
Florida
$4.63M
CFG
418
Carr Financial Group
Massachusetts
$4.6M
CP
419
Creekside Partners
California
$4.58M
SHGA
420
Sand Hill Global Advisors
California
$4.56M
IWMA
421
Ironwood Wealth Management (Arizona)
Arizona
$4.56M
VFA
422
Valeo Financial Advisors
Indiana
$4.56M
AMG
423
Asset Management Group
Connecticut
$4.55M
HCM
424
Hollencrest Capital Management
California
$4.48M
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$4.48M