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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 192 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

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4391,550 (+111)

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
+111
Holders Change %
+7.71%
% of All Funds
18.85%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
2.51%
New
192
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
WP
526
Westmount Partners
California
$2.83M +$27 +1 +0%
VFPW
527
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.83M -$45.7K -1,713 -2%
FGC
528
First Growth Capital
Maryland
$2.83M +$2.77M +103,820 New
AWM
529
Aureum Wealth Management
Florida
$2.82M +$2.8M +104,926 New
LFG
530
Larson Financial Group
Missouri
$2.76M -$112K -4,184 -4%
CFGSD
531
Compass Financial Group (South Dakota)
South Dakota
$2.76M +$68.7K +2,573 +3%
JPLA
532
Joseph P. Lucia & Associates
New York
$2.75M -$123K -4,603 -4%
PFC
533
Phocas Financial Corp
California
$2.72M -$25.6K -957 -0.9%
BFPW
534
BOK Financial Private Wealth
Colorado
$2.72M -$7.75K -290 -0.3%
G
535
GuidedMoney
Wisconsin
$2.71M +$2.69M +100,630 New
AF
536
Advisornet Financial
Minnesota
$2.69M +$411K +15,386 +18%
VWM
537
Vermillion Wealth Management
Minnesota
$2.68M +$902K +33,769 +51%
MAG
538
Mayfair Advisory Group
Alabama
$2.66M -$5.07K -190 -0.2%
CWM
539
CCG Wealth Management
California
$2.64M +$53 +2 +0%
PCM
540
Parsons Capital Management
Rhode Island
$2.64M +$165K +6,186 +7%
LTL
541
Lowery Thomas LLC
California
$2.63M +$96.1K +3,600 +4%
WCM
542
WLTH Capital Management
Arizona
$2.61M +$2.59M +97,040 New
S
543
SignatureFD
Georgia
$2.6M +$12.8K +481 +0.5%
SC
544
SouthState Corp
Florida
$2.6M -$357K -13,369 -12%
NA
545
Nottingham Advisors
New York
$2.59M -$941K -35,224 -27%
HAP
546
Harbor Asset Planning
Massachusetts
$2.57M -$33.5K -1,256 -1%
CIA
547
Capital Investment Advisors
Georgia
$2.56M +$355K +13,295 +16%
CFG
548
Cooper Financial Group
California
$2.56M +$126K +4,723 +5%
HIC
549
Holderness Investments Company
North Carolina
$2.53M +$42.1K +1,577 +2%
PL
550
Plancorp LLC
Missouri
$2.53M -$10.7K -400 -0.4%