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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
GRP
426
Global Retirement Partners
California
$4.46M
RWB
427
RMR Wealth Builders
New Jersey
$4.44M
CFG
428
Chapman Financial Group
Hawaii
$4.44M
FFA
429
First Foundation Advisors
California
$4.43M
SWM
430
Shelton Wealth Management
Texas
$4.4M
FVIM
431
Fort Vancouver Investment Management
Washington
$4.4M
RWP
432
RWA Wealth Partners
Massachusetts
$4.37M
BI
433
Berkeley Inc
Idaho
$4.37M
PAS
434
Park Avenue Securities
New York
$4.32M
PA
435
Parallel Advisors
California
$4.27M
SFS
436
Summit Financial Strategies
Ohio
$4.26M
NGA
437
Naples Global Advisors
Florida
$4.25M
VAF
438
Values Added Financial
District of Columbia
$4.24M
MIA
439
MeadowBrook Investment Advisors
Michigan
$4.24M
PWM
440
Paulson Wealth Management
Illinois
$4.22M
HKIMG
441
Hutchens & Kramer Investment Management Group
Indiana
$4.19M
DAS
442
Diversify Advisory Services
Utah
$4.16M
PA
443
Procyon Advisors
Connecticut
$4.16M
SPFA
444
Summit Place Financial Advisors
New Jersey
$4.14M
WFA
445
WJ Financial Advisors
Connecticut
$4.1M
MWM
446
Meridian Wealth Management
Kentucky
$4.09M
PCM
447
Poehling Capital Management
Wisconsin
$4.08M
NW
448
NewEdge Wealth
Pennsylvania
$4.07M
GGI
449
Godsey & Gibb Inc
Virginia
$4.06M
MW
450
Maia Wealth
Colorado
$4.05M