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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
EL
476
EWA LLC
Pennsylvania
$3.48M
CCWA
477
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.44M
ETC
478
Exchange Traded Concepts
Oklahoma
$3.44M
OPAM
479
Ocean Park Asset Management
California
$3.43M
Lazard Asset Management
480
Lazard Asset Management
New York
$3.42M
FCC
481
Flower City Capital
New York
$3.41M
FA
482
Fagan Associates
New York
$3.41M
SF
483
Seros Financial
Arizona
$3.39M
BFM
484
Broadview Financial Management
Wisconsin
$3.38M
RC
485
Roundview Capital
New Jersey
$3.38M
GHA
486
GW Henssler & Associates
Georgia
$3.34M
TIAA Trust, National Association
487
TIAA Trust, National Association
North Carolina
$3.32M
WWM
488
Western Wealth Management
Colorado
$3.31M
CAI
489
Capital Advisors Inc
Oklahoma
$3.3M
WTC
490
WhitTier Trust Company
Nevada
$3.26M
FWCM
491
Ferguson Wellman Capital Management
Oregon
$3.26M
SFA
492
Seneca Financial Advisors
New York
$3.25M
RC
493
Rovin Capital
Arizona
$3.24M
NHC
494
Nicholas Hoffman & Company
Georgia
$3.21M
ZIM
495
Zacks Investment Management
Illinois
$3.15M
HC
496
Hurley Capital
New York
$3.1M
PA
497
Pinnacle Associates
New York
$3.09M
BF
498
Brucke Financial
Indiana
$3.09M
KCM
499
Kathmere Capital Management
Pennsylvania
$3.07M
NCM
500
Next Capital Management
New York
$3.06M