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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
CMBA
501
C.M. Bidwell & Associates
Hawaii
$3.05M
CIR
502
Clear Investment Research
Georgia
$3.03M
MT
503
Midwest Trust
Kansas
$3.02M
JC
504
JM2 Capital
Oklahoma
$3.02M
TIA
505
Traphagen Investment Advisors
New Jersey
$3M
MFWP
506
Mosaic Family Wealth Partners
Missouri
$3M
WP
507
WealthShield Partners
North Carolina
$2.97M
AWM
508
Avior Wealth Management
Nebraska
$2.97M
BCM
509
Brookstone Capital Management
Illinois
$2.93M
CA
510
Clearstead Advisors
Ohio
$2.9M
AC
511
Apella Capital
Connecticut
$2.88M
ZF
512
Zhang Financial
Michigan
$2.85M
FRA
513
Front Row Advisors
California
$2.84M
WP
514
Westmount Partners
California
$2.83M
VFPW
515
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.83M
FGC
516
First Growth Capital
Maryland
$2.83M
AWM
517
Aureum Wealth Management
Florida
$2.82M
LFG
518
Larson Financial Group
Missouri
$2.76M
CFGSD
519
Compass Financial Group (South Dakota)
South Dakota
$2.76M
JPLA
520
Joseph P. Lucia & Associates
New York
$2.75M
PFC
521
Phocas Financial Corp
California
$2.72M
BFPW
522
BOK Financial Private Wealth
Colorado
$2.72M
GL
523
GuidedMoney, LLC
Wisconsin
$2.71M
AF
524
Advisornet Financial
Minnesota
$2.69M
VWM
525
Vermillion Wealth Management
Minnesota
$2.68M