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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
RWP
426
RWA Wealth Partners
Massachusetts
$4.37M
BI
427
Berkeley Inc
Idaho
$4.37M
PAS
428
Park Avenue Securities
New York
$4.32M
PA
429
Parallel Advisors
California
$4.27M
SFS
430
Summit Financial Strategies
Ohio
$4.26M
NGA
431
Naples Global Advisors
Florida
$4.25M
VAF
432
Values Added Financial
District of Columbia
$4.24M
MIA
433
MeadowBrook Investment Advisors
Michigan
$4.24M
PWM
434
Paulson Wealth Management
Illinois
$4.22M
HKIMG
435
Hutchens & Kramer Investment Management Group
Indiana
$4.19M
DAS
436
Diversify Advisory Services
Utah
$4.16M
PA
437
Procyon Advisors
Connecticut
$4.16M
SPFA
438
Summit Place Financial Advisors
New Jersey
$4.14M
WFA
439
WJ Financial Advisors
Connecticut
$4.1M
MWM
440
Meridian Wealth Management
Kentucky
$4.09M
PCM
441
Poehling Capital Management
Wisconsin
$4.08M
NW
442
NewEdge Wealth
Pennsylvania
$4.07M
GGI
443
Godsey & Gibb Inc
Virginia
$4.06M
MW
444
Maia Wealth
Colorado
$4.05M
ES
445
ETF Store
Kansas
$3.93M
BFA
446
Beaumont Financial Advisors
Massachusetts
$3.91M
PAI
447
Pittenger & Anderson Inc
Nebraska
$3.9M
PCWA
448
Pacific Capital Wealth Advisors
California
$3.9M
SHJ
449
Sharkey, Howes & Javer
Colorado
$3.83M
EWA
450
Exencial Wealth Advisors
Oklahoma
$3.81M