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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
CFM
451
Cornerstone Financial Management
Massachusetts
$3.81M
MAMG
452
Milestone Asset Management Group
Connecticut
$3.8M
Janney Montgomery Scott
453
Janney Montgomery Scott
Pennsylvania
$3.79M
AMG
454
Advisors Management Group
Wisconsin
$3.78M
PC
455
Payne Capital
Oregon
$3.76M
STA
456
Summit Trail Advisors
New York
$3.72M
CB
457
Commerce Bank
Missouri
$3.7M
RM
458
RCW Management
Florida
$3.69M
PAYA
459
Phil A. Younker & Associates
Alaska
$3.68M
BRPW
460
Ballast Rock Private Wealth
South Carolina
$3.67M
EFP
461
Elser Financial Planning
Indiana
$3.65M
ACM
462
Armbruster Capital Management
New York
$3.63M
PWM
463
Penobscot Wealth Management
Maine
$3.62M
VAMG
464
Voisard Asset Management Group
Michigan
$3.61M
CWA
465
Crusonia Wealth Advisors
Colorado
$3.61M
HWMG
466
Hurlow Wealth Management Group
Indiana
$3.59M
PIA
467
Pinion Investment Advisors
Kansas
$3.59M
IP
468
Indivisible Partners
Florida
$3.58M
AWA
469
Authentikos Wealth Advisory
California
$3.57M
AAS
470
Ameritas Advisory Services
Nebraska
$3.56M
CCM
471
Condor Capital Management
New Jersey
$3.56M
TWG
472
The Wealth Group
Minnesota
$3.54M
1WM
473
1900 Wealth Management
Texas
$3.52M
VWA
474
VERITY Wealth Advisors
United States
$3.51M
WPC
475
Wedmont Private Capital
Pennsylvania
$3.5M