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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
18.86%
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
WTC
501
WhitTier Trust Company
Nevada
$3.26M +$791K +29,628 +33%
FWCM
502
Ferguson Wellman Capital Management
Oregon
$3.26M +$2.07M +77,400 +176%
SFA
503
Seneca Financial Advisors
New York
$3.25M +$8.97K +336 +0.3%
RC
504
Rovin Capital
Arizona
$3.24M -$157K -5,891 -5%
NHC
505
Nicholas Hoffman & Company
Georgia
$3.21M +$37.7K +1,411 +1%
ZIM
506
Zacks Investment Management
Illinois
$3.15M -$27 -1 -0%
HC
507
Hurley Capital
New York
$3.1M -$58.8K -2,200 -2%
PA
508
Pinnacle Associates
New York
$3.09M -$46.9K -1,756 -2%
BF
509
Brucke Financial
Indiana
$3.09M +$92.1K +3,448 +3%
KCM
510
Kathmere Capital Management
Pennsylvania
$3.07M -$69.2K -2,590 -2%
NCM
511
Next Capital Management
New York
$3.06M -$47K -1,759 -2%
CMBA
512
C.M. Bidwell & Associates
Hawaii
$3.05M -$80.1K -2,998 -3%
CIR
513
Clear Investment Research
Georgia
$3.03M -$7.85K -294 -0.3%
MT
514
Midwest Trust
Kansas
$3.02M -$3.87K -145 -0.1%
JC
515
JM2 Capital
Oklahoma
$3.02M +$2.99M +112,118 New
TIA
516
Traphagen Investment Advisors
New Jersey
$3M -$450K -16,838 -13%
MFWP
517
Mosaic Family Wealth Partners
Missouri
$3M -$298K -11,146 -9%
WP
518
WealthShield Partners
North Carolina
$2.97M -$25.6K -958 -0.9%
AWM
519
Avior Wealth Management
Nebraska
$2.97M -$41.7K -1,561 -1%
BCM
520
Brookstone Capital Management
Illinois
$2.93M +$439K +16,424 +18%
CA
521
Clearstead Advisors
Ohio
$2.9M -$34.6K -1,294 -1%
AC
522
Apella Capital
Connecticut
$2.88M +$494K +18,499 +21%
BNMT
523
Bawa N Mallick Trust
New York
$2.85M
ZF
524
Zhang Financial
Michigan
$2.85M +$112K +4,197 +4%
FRA
525
Front Row Advisors
California
$2.84M -$47.3K -1,772 -2%