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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
MAG
526
Mayfair Advisory Group
Alabama
$2.66M
CWM
527
CCG Wealth Management
California
$2.64M
PCM
528
Parsons Capital Management
Rhode Island
$2.64M
LTL
529
Lowery Thomas LLC
California
$2.63M
WCML
530
WLTH Capital Management, LLC
Arizona
$2.61M
S
531
SignatureFD
Georgia
$2.6M
SC
532
SouthState Corp
Florida
$2.6M
NA
533
Nottingham Advisors
New York
$2.59M
HAP
534
Harbor Asset Planning
Massachusetts
$2.57M
CIA
535
Capital Investment Advisors
Georgia
$2.56M
CFG
536
Cooper Financial Group
California
$2.56M
HIC
537
Holderness Investments Company
North Carolina
$2.53M
PL
538
Plancorp LLC
Missouri
$2.53M
BBHC
539
Brown Brothers Harriman & Co
New York
$2.52M
RWM
540
Rialto Wealth Management
New York
$2.5M
CFO
541
Callan Family Office
Pennsylvania
$2.5M
CWM
542
Cabot Wealth Management
Massachusetts
$2.49M
WI
543
Wedgewood Investors
Pennsylvania
$2.48M
ISFAN
544
Investor's Fiduciary Advisor Network
Washington
$2.47M
DAS
545
Daybright Advisory Services
Florida
$2.46M
DSC
546
Duncker Streett & Co
Missouri
$2.46M
BRWA
547
B. Riley Wealth Advisors
Florida
$2.46M
SP
548
Successful Portfolios
Florida
$2.45M
MCM
549
Mitchell Capital Management
Kansas
$2.44M
SEEDPG
550
S.E.E.D. Planning Group
New York
$2.43M