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Schwab US Large- Cap ETF

1,550 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: 1,4391,550 (+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
1,550
Holders Change
+111
Holders Change %
+7.71%
% 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
IWMA
426
Ironwood Wealth Management (Arizona)
Arizona
$4.56M -$79.7K -2,986 -2%
VFA
427
Valeo Financial Advisors
Indiana
$4.56M -$760K -28,474 -14%
AMG
428
Asset Management Group
Connecticut
$4.55M -$134K -5,031 -3%
HCM
429
Hollencrest Capital Management
California
$4.48M -$507 -19 -0%
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$4.48M +$22.7K +849 +0.5%
GRP
431
Global Retirement Partners
California
$4.46M +$3.04M +113,831 +219%
RWB
432
RMR Wealth Builders
New Jersey
$4.44M +$9.56K +358 +0.2%
CFG
433
Chapman Financial Group
Hawaii
$4.44M -$91.8K -3,436 -2%
FFA
434
First Foundation Advisors
California
$4.43M +$31.4K +1,175 +0.7%
SWM
435
Shelton Wealth Management
Texas
$4.4M -$114K -4,272 -3%
FVIM
436
Fort Vancouver Investment Management
Washington
$4.4M -$43.6K -1,634 -1%
RWP
437
RWA Wealth Partners
Massachusetts
$4.37M +$571K +21,383 +15%
BI
438
Berkeley Inc
Idaho
$4.37M -$1.01M -37,794 -19%
PAS
439
Park Avenue Securities
New York
$4.32M +$291K +10,880 +7%
PA
440
Parallel Advisors
California
$4.27M -$1.86M -69,631 -30%
SFS
441
Summit Financial Strategies
Ohio
$4.26M
NGA
442
Naples Global Advisors
Florida
$4.25M +$192K +7,187 +5%
VAF
443
Values Added Financial
District of Columbia
$4.24M -$22.4K -839 -0.5%
MIA
444
MeadowBrook Investment Advisors
Michigan
$4.24M -$26K -974 -0.6%
PWM
445
Paulson Wealth Management
Illinois
$4.22M -$529K -19,796 -11%
HKIMG
446
Hutchens & Kramer Investment Management Group
Indiana
$4.19M -$272K -10,197 -6%
DAS
447
Diversify Advisory Services
Utah
$4.16M -$26.5K -991 -0.6%
PA
448
Procyon Advisors
Connecticut
$4.16M -$37.6K -1,409 -0.9%
SPFA
449
Summit Place Financial Advisors
New Jersey
$4.14M -$70.5K -2,639 -2%
WFA
450
WJ Financial Advisors
Connecticut
$4.1M +$33.8K +1,264 +0.8%