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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
AAS
476
Ameritas Advisory Services
Nebraska
$3.56M
CCM
477
Condor Capital Management
New Jersey
$3.56M
TWG
478
The Wealth Group
Minnesota
$3.54M
1WM
479
1900 Wealth Management
Texas
$3.52M
VWA
480
VERITY Wealth Advisors
United States
$3.51M
WPC
481
Wedmont Private Capital
Pennsylvania
$3.5M
EL
482
EWA LLC
Pennsylvania
$3.48M
CCWA
483
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.44M
ETC
484
Exchange Traded Concepts
Oklahoma
$3.44M
OPAM
485
Ocean Park Asset Management
California
$3.43M
Lazard Asset Management
486
Lazard Asset Management
New York
$3.42M
FCC
487
Flower City Capital
New York
$3.41M
FA
488
Fagan Associates
New York
$3.41M
SF
489
Seros Financial
Arizona
$3.39M
BFM
490
Broadview Financial Management
Wisconsin
$3.38M
RC
491
Roundview Capital
New Jersey
$3.38M
GHA
492
GW Henssler & Associates
Georgia
$3.34M
TIAA Trust, National Association
493
TIAA Trust, National Association
North Carolina
$3.32M
WWM
494
Western Wealth Management
Colorado
$3.31M
CAI
495
Capital Advisors Inc
Oklahoma
$3.3M
WTC
496
WhitTier Trust Company
Nevada
$3.26M
FWCM
497
Ferguson Wellman Capital Management
Oregon
$3.26M
SFA
498
Seneca Financial Advisors
New York
$3.25M
RC
499
Rovin Capital
Arizona
$3.24M
NHC
500
Nicholas Hoffman & Company
Georgia
$3.21M