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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
EW
576
Evoke Wealth
California
$2.29M +$12.2K +455 +0.5%
LKBC
577
L.K. Benson & Company
Maryland
$2.29M -$18.5K -693 -0.8%
VP
578
Verum Partners
North Carolina
$2.29M -$157K -5,864 -6%
CFD
579
Creative Financial Designs
Indiana
$2.28M +$194K +7,274 +9%
OF
580
Outfitter Financial
Maine
$2.28M -$86.3K -3,230 -4%
OSAM
581
O'Shaughnessy Asset Management
Connecticut
$2.28M -$114K -4,283 -5%
BOC
582
Bull Oak Capital
California
$2.27M -$3.34K -125 -0.1%
RF
583
RHS Financial
California
$2.23M -$122K -4,556 -5%
PCM
584
Pennsylvania Capital Management
Pennsylvania
$2.23M +$437K +16,366 +25%
WAM
585
Worth Asset Management
Texas
$2.22M -$212K -7,946 -9%
PWW
586
Pettyjohn Wood & White
Virginia
$2.2M
WC
587
Wynn Capital
Georgia
$2.18M
MFT
588
Moisand Fitzgerald Tamayo
Florida
$2.17M -$35.6K -1,334 -2%
RWMH
589
Riverpoint Wealth Management Holdings
Illinois
$2.15M +$694 +26 +0%
AOWM
590
Alpha Omega Wealth Management
Virginia
$2.15M -$6.68K -250 -0.3%
CPA
591
Clear Point Advisors
New York
$2.14M -$154K -5,779 -7%
PFA
592
Plotkin Financial Advisors
Maryland
$2.14M -$1.39K -52 -0.1%
IA
593
IF Advisors
Texas
$2.14M +$2.12M +79,415 New
PS
594
Principal Securities
Iowa
$2.14M -$99K -3,708 -4%
EWM
595
Evolution Wealth Management
Florida
$2.12M +$18.3K +685 +0.9%
Susquehanna International Group
596
Susquehanna International Group
Pennsylvania
$2.11M +$2.1M +78,537 New
AIM
597
Aspen Investment Management
Michigan
$2.11M +$58.6K +2,193 +3%
ECM
598
Elgethun Capital Management
South Dakota
$2.11M -$180K -6,734 -8%
AFA
599
American Financial Advisors
Georgia
$2.11M +$123K +4,609 +6%
IFG
600
Independent Financial Group
California
$2.1M +$73.8K +2,764 +4%