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Schwab US Large- Cap ETF

1,550 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 193 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

257% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4381,550 (+112)

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
1,550
Holders Change
+112
Holders Change %
+7.79%
% 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
193
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
CWA
476
Crusonia Wealth Advisors
Colorado
$3.61M +$3.58M +133,988 New
HWMG
477
Hurlow Wealth Management Group
Indiana
$3.59M -$19.1K -715 -0.5%
PIA
478
Pinion Investment Advisors
Kansas
$3.59M -$13.8K -518 -0.4%
IP
479
Indivisible Partners
Florida
$3.58M +$3.55M +132,924 New
AWA
480
Authentikos Wealth Advisory
California
$3.57M +$3.55M +132,790 New
AAS
481
Ameritas Advisory Services
Nebraska
$3.56M +$2.81M +105,338 +391%
CCM
482
Condor Capital Management
New Jersey
$3.56M -$27.3K -1,023 -0.8%
TWG
483
The Wealth Group
Minnesota
$3.54M +$14.5K +542 +0.4%
1WM
484
1900 Wealth Management
Texas
$3.52M +$32.6K +1,220 +0.9%
VWA
485
VERITY Wealth Advisors
United States
$3.51M -$721 -27 -0%
WPC
486
Wedmont Private Capital
Pennsylvania
$3.5M -$490K -18,349 -12%
EL
487
EWA LLC
Pennsylvania
$3.48M +$3.19M +119,560 +1,209%
CCWA
488
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.44M +$64.9K +2,430 +2%
ETC
489
Exchange Traded Concepts
Oklahoma
$3.44M +$3.41M +127,598 +245,381%
OPAM
490
Ocean Park Asset Management
California
$3.43M +$3.41M +127,622 New
Lazard Asset Management
491
Lazard Asset Management
New York
$3.42M
FCC
492
Flower City Capital
New York
$3.41M +$277K +10,360 +9%
FA
493
Fagan Associates
New York
$3.41M -$93.5K -3,502 -3%
SF
494
Seros Financial
Arizona
$3.39M +$992K +37,154 +42%
BFM
495
Broadview Financial Management
Wisconsin
$3.38M -$31.8K -1,190 -0.9%
RC
496
Roundview Capital
New Jersey
$3.38M -$38.2K -1,432 -1%
GHA
497
GW Henssler & Associates
Georgia
$3.34M +$48.7K +1,825 +1%
TIAA Trust, National Association
498
TIAA Trust, National Association
North Carolina
$3.32M +$15.8K +592 +0.5%
WWM
499
Western Wealth Management
Colorado
$3.31M +$156K +5,831 +5%
CAI
500
Capital Advisors Inc
Oklahoma
$3.3M -$21K -788 -0.6%