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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
CA
551
Capital Advantage
California
$2.42M
RAG
552
RIA Advisory Group
Iowa
$2.41M
SF
553
Sun Financial
Utah
$2.41M
MWM
554
Maridea Wealth Management
New York
$2.4M
CCWL
555
Coastline Complete Wealth LLC
South Carolina
$2.39M
RZH
556
Relyea Zuckerberg Hanson
Connecticut
$2.38M
OC
557
Oppenheimer & Co
New York
$2.34M
SWM
558
Stockman Wealth Management
Montana
$2.34M
SCM
559
Stordahl Capital Management
Colorado
$2.33M
AV
560
Aspiring Ventures
Ohio
$2.32M
DTC
561
Davidson Trust Company
Washington
$2.3M
AIS
562
American Investment Services
Massachusetts
$2.3M
FWP
563
FAS Wealth Partners
Kansas
$2.29M
EW
564
Evoke Wealth
California
$2.29M
LKBC
565
L.K. Benson & Company
Maryland
$2.29M
VP
566
Verum Partners
North Carolina
$2.29M
CFD
567
Creative Financial Designs
Indiana
$2.28M
OF
568
Outfitter Financial
Maine
$2.28M
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$2.28M
BOC
570
Bull Oak Capital
California
$2.27M
RF
571
RHS Financial
California
$2.23M
PCM
572
Pennsylvania Capital Management
Pennsylvania
$2.23M
WAM
573
Worth Asset Management
Texas
$2.22M
PWW
574
Pettyjohn Wood & White
Virginia
$2.2M
WC
575
Wynn Capital
Georgia
$2.18M