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