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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
WI
551
Wedgewood Investors
Pennsylvania
$2.48M
ISFAN
552
Investor's Fiduciary Advisor Network
Washington
$2.47M
DAS
553
Daybright Advisory Services
Florida
$2.46M
DSC
554
Duncker Streett & Co
Missouri
$2.46M
BRWA
555
B. Riley Wealth Advisors
Florida
$2.46M
SP
556
Successful Portfolios
Florida
$2.45M
MCM
557
Mitchell Capital Management
Kansas
$2.44M
SEEDPG
558
S.E.E.D. Planning Group
New York
$2.43M
CA
559
Capital Advantage
California
$2.42M
RAG
560
RIA Advisory Group
Iowa
$2.41M
SF
561
Sun Financial
Utah
$2.41M
MWM
562
Maridea Wealth Management
New York
$2.4M
CCW
563
Coastline Complete Wealth
South Carolina
$2.39M
RZH
564
Relyea Zuckerberg Hanson
Connecticut
$2.38M
OC
565
Oppenheimer & Co
New York
$2.34M
SWM
566
Stockman Wealth Management
Montana
$2.34M
SCM
567
Stordahl Capital Management
Colorado
$2.33M
AV
568
Aspiring Ventures
Ohio
$2.32M
DTC
569
Davidson Trust Company
Washington
$2.3M
AIS
570
American Investment Services
Massachusetts
$2.3M
FWP
571
FAS Wealth Partners
Kansas
$2.29M
EW
572
Evoke Wealth
California
$2.29M
LKBC
573
L.K. Benson & Company
Maryland
$2.29M
VP
574
Verum Partners
North Carolina
$2.29M
CFD
575
Creative Financial Designs
Indiana
$2.28M