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Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
LFG
526
Larson Financial Group
Missouri
$2.76M
CFGSD
527
Compass Financial Group (South Dakota)
South Dakota
$2.76M
JPLA
528
Joseph P. Lucia & Associates
New York
$2.75M
PFC
529
Phocas Financial Corp
California
$2.72M
BFPW
530
BOK Financial Private Wealth
Colorado
$2.72M
G
531
GuidedMoney
Wisconsin
$2.71M
AF
532
Advisornet Financial
Minnesota
$2.69M
VWM
533
Vermillion Wealth Management
Minnesota
$2.68M
MAG
534
Mayfair Advisory Group
Alabama
$2.66M
CWM
535
CCG Wealth Management
California
$2.64M
PCM
536
Parsons Capital Management
Rhode Island
$2.64M
LTL
537
Lowery Thomas LLC
California
$2.63M
WCM
538
WLTH Capital Management
Arizona
$2.61M
S
539
SignatureFD
Georgia
$2.6M
SC
540
SouthState Corp
Florida
$2.6M
NA
541
Nottingham Advisors
New York
$2.59M
HAP
542
Harbor Asset Planning
Massachusetts
$2.57M
CIA
543
Capital Investment Advisors
Georgia
$2.56M
CFG
544
Cooper Financial Group
California
$2.56M
HIC
545
Holderness Investments Company
North Carolina
$2.53M
PL
546
Plancorp LLC
Missouri
$2.53M
BBHC
547
Brown Brothers Harriman & Co
New York
$2.52M
RWM
548
Rialto Wealth Management
New York
$2.5M
CFO
549
Callan Family Office
Pennsylvania
$2.5M
CWM
550
Cabot Wealth Management
Massachusetts
$2.49M