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Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
AWA
476
Authentikos Wealth Advisory
California
$3.57M
AAS
477
Ameritas Advisory Services
Nebraska
$3.56M
CCM
478
Condor Capital Management
New Jersey
$3.56M
TWG
479
The Wealth Group
Minnesota
$3.54M
1WM
480
1900 Wealth Management
Texas
$3.52M
VWA
481
VERITY Wealth Advisors
United States
$3.51M
WPC
482
Wedmont Private Capital
Pennsylvania
$3.5M
EL
483
EWA LLC
Pennsylvania
$3.48M
CCWA
484
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.44M
ETC
485
Exchange Traded Concepts
Oklahoma
$3.44M
OPAM
486
Ocean Park Asset Management
California
$3.43M
Lazard Asset Management
487
Lazard Asset Management
New York
$3.42M
FCC
488
Flower City Capital
New York
$3.41M
FA
489
Fagan Associates
New York
$3.41M
SF
490
Seros Financial
Arizona
$3.39M
BFM
491
Broadview Financial Management
Wisconsin
$3.38M
RC
492
Roundview Capital
New Jersey
$3.38M
GHA
493
GW Henssler & Associates
Georgia
$3.34M
TIAA Trust, National Association
494
TIAA Trust, National Association
North Carolina
$3.32M
WWM
495
Western Wealth Management
Colorado
$3.31M
CAI
496
Capital Advisors Inc
Oklahoma
$3.3M
WTC
497
WhitTier Trust Company
Nevada
$3.26M
FWCM
498
Ferguson Wellman Capital Management
Oregon
$3.26M
SFA
499
Seneca Financial Advisors
New York
$3.25M
RC
500
Rovin Capital
Arizona
$3.24M