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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
CFGSD
526
Compass Financial Group (South Dakota)
South Dakota
$2.76M
JPLA
527
Joseph P. Lucia & Associates
New York
$2.75M
PFC
528
Phocas Financial Corp
California
$2.72M
BFPW
529
BOK Financial Private Wealth
Colorado
$2.72M
G
530
GuidedMoney
Wisconsin
$2.71M
AF
531
Advisornet Financial
Minnesota
$2.69M
VWM
532
Vermillion Wealth Management
Minnesota
$2.68M
MAG
533
Mayfair Advisory Group
Alabama
$2.66M
CWM
534
CCG Wealth Management
California
$2.64M
PCM
535
Parsons Capital Management
Rhode Island
$2.64M
LTL
536
Lowery Thomas LLC
California
$2.63M
WCM
537
WLTH Capital Management
Arizona
$2.61M
S
538
SignatureFD
Georgia
$2.6M
SC
539
SouthState Corp
Florida
$2.6M
NA
540
Nottingham Advisors
New York
$2.59M
HAP
541
Harbor Asset Planning
Massachusetts
$2.57M
CIA
542
Capital Investment Advisors
Georgia
$2.56M
CFG
543
Cooper Financial Group
California
$2.56M
HIC
544
Holderness Investments Company
North Carolina
$2.53M
PL
545
Plancorp LLC
Missouri
$2.53M
BBHC
546
Brown Brothers Harriman & Co
New York
$2.52M
RWM
547
Rialto Wealth Management
New York
$2.5M
CFO
548
Callan Family Office
Pennsylvania
$2.5M
CWM
549
Cabot Wealth Management
Massachusetts
$2.49M
WI
550
Wedgewood Investors
Pennsylvania
$2.48M