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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
ES
451
ETF Store
Kansas
$3.93M
BFA
452
Beaumont Financial Advisors
Massachusetts
$3.91M
PAI
453
Pittenger & Anderson Inc
Nebraska
$3.9M
PCWA
454
Pacific Capital Wealth Advisors
California
$3.9M
SHJ
455
Sharkey, Howes & Javer
Colorado
$3.83M
EWA
456
Exencial Wealth Advisors
Oklahoma
$3.81M
CFM
457
Cornerstone Financial Management
Massachusetts
$3.81M
MAMG
458
Milestone Asset Management Group
Connecticut
$3.8M
Janney Montgomery Scott
459
Janney Montgomery Scott
Pennsylvania
$3.79M
AMG
460
Advisors Management Group
Wisconsin
$3.78M
PC
461
Payne Capital
Oregon
$3.76M
STA
462
Summit Trail Advisors
New York
$3.72M
CB
463
Commerce Bank
Missouri
$3.7M
RM
464
RCW Management
Florida
$3.69M
PAYA
465
Phil A. Younker & Associates
Alaska
$3.68M
BRPW
466
Ballast Rock Private Wealth
South Carolina
$3.67M
EFP
467
Elser Financial Planning
Indiana
$3.65M
ACM
468
Armbruster Capital Management
New York
$3.63M
PWM
469
Penobscot Wealth Management
Maine
$3.62M
VAMG
470
Voisard Asset Management Group
Michigan
$3.61M
CWA
471
Crusonia Wealth Advisors
Colorado
$3.61M
HWMG
472
Hurlow Wealth Management Group
Indiana
$3.59M
PIA
473
Pinion Investment Advisors
Kansas
$3.59M
IP
474
Indivisible Partners
Florida
$3.58M
AWA
475
Authentikos Wealth Advisory
California
$3.57M