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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
MWM
451
Meridian Wealth Management
Kentucky
$4.09M -$8.49K -318 -0.2%
PCM
452
Poehling Capital Management
Wisconsin
$4.08M
NW
453
NewEdge Wealth
Pennsylvania
$4.07M
GGI
454
Godsey & Gibb Inc
Virginia
$4.06M +$291K +10,883 +8%
MW
455
Maia Wealth
Colorado
$4.05M -$316K -11,825 -7%
ES
456
ETF Store
Kansas
$3.93M +$4.59K +172 +0.1%
BFA
457
Beaumont Financial Advisors
Massachusetts
$3.91M +$80 +3 +0%
PAI
458
Pittenger & Anderson Inc
Nebraska
$3.9M +$240K +8,974 +7%
PCWA
459
Pacific Capital Wealth Advisors
California
$3.9M -$52.1K -1,950 -1%
SHJ
460
Sharkey, Howes & Javer
Colorado
$3.83M -$204K -7,644 -5%
EWA
461
Exencial Wealth Advisors
Oklahoma
$3.81M -$568K -21,259 -13%
CFM
462
Cornerstone Financial Management
Massachusetts
$3.81M +$3.78M +141,622 New
MAMG
463
Milestone Asset Management Group
Connecticut
$3.8M +$296K +11,085 +9%
Janney Montgomery Scott
464
Janney Montgomery Scott
Pennsylvania
$3.79M +$543K +20,325 +17%
AMG
465
Advisors Management Group
Wisconsin
$3.78M -$98.3K -3,681 -3%
PC
466
Payne Capital
Oregon
$3.76M +$782K +29,283 +27%
STA
467
Summit Trail Advisors
New York
$3.72M -$20.4K -763 -0.5%
CB
468
Commerce Bank
Missouri
$3.7M +$139K +5,205 +4%
RM
469
RCW Management
Florida
$3.69M +$3.66M +137,219 New
PAYA
470
Phil A. Younker & Associates
Alaska
$3.68M
BRPW
471
Ballast Rock Private Wealth
South Carolina
$3.67M +$3.64M +136,460 New
EFP
472
Elser Financial Planning
Indiana
$3.65M -$9.91K -371 -0.3%
ACM
473
Armbruster Capital Management
New York
$3.63M -$401 -15 -0%
PWM
474
Penobscot Wealth Management
Maine
$3.62M -$52.6K -1,971 -1%
VAMG
475
Voisard Asset Management Group
Michigan
$3.61M -$168K -6,280 -4%