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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
BBHC
551
Brown Brothers Harriman & Co
New York
$2.52M +$235K +8,810 +10%
RWM
552
Rialto Wealth Management
New York
$2.5M +$77.5K +2,901 +3%
CFO
553
Callan Family Office
Pennsylvania
$2.5M
CWM
554
Cabot Wealth Management
Massachusetts
$2.49M -$183K -6,853 -7%
WI
555
Wedgewood Investors
Pennsylvania
$2.48M -$116K -4,348 -5%
ISFAN
556
Investor's Fiduciary Advisor Network
Washington
$2.47M +$82.4K +3,085 +3%
DAS
557
Daybright Advisory Services
Florida
$2.46M +$2.44M +91,553 New
DSC
558
Duncker Streett & Co
Missouri
$2.46M -$89.2K -3,340 -4%
BRWA
559
B. Riley Wealth Advisors
Florida
$2.46M -$56.1K -2,100 -2%
SP
560
Successful Portfolios
Florida
$2.45M +$50K +1,874 +2%
MCM
561
Mitchell Capital Management
Kansas
$2.44M -$65.6K -2,456 -3%
SEEDPG
562
S.E.E.D. Planning Group
New York
$2.43M -$21.4K -802 -0.9%
CA
563
Capital Advantage
California
$2.42M +$935 +35 +0%
RAG
564
RIA Advisory Group
Iowa
$2.41M -$6.04K -226 -0.3%
SF
565
Sun Financial
Utah
$2.41M +$2.39M +89,459 New
MWM
566
Maridea Wealth Management
New York
$2.4M +$2.38M +89,053 New
CCW
567
Coastline Complete Wealth
South Carolina
$2.39M +$2.37M +88,735 New
RZH
568
Relyea Zuckerberg Hanson
Connecticut
$2.38M
OC
569
Oppenheimer & Co
New York
$2.34M -$155K -5,806 -6%
SWM
570
Stockman Wealth Management
Montana
$2.34M +$13.4K +500 +0.6%
SCM
571
Stordahl Capital Management
Colorado
$2.33M -$504K -18,872 -18%
AV
572
Aspiring Ventures
Ohio
$2.32M -$373K -13,949 -14%
DTC
573
Davidson Trust Company
Washington
$2.3M
AIS
574
American Investment Services
Massachusetts
$2.3M -$18.2K -682 -0.8%
FWP
575
FAS Wealth Partners
Kansas
$2.29M -$164K -6,135 -7%