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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
MFT
576
Moisand Fitzgerald Tamayo
Florida
$2.17M
RWMH
577
Riverpoint Wealth Management Holdings
Illinois
$2.15M
AOWM
578
Alpha Omega Wealth Management
Virginia
$2.15M
CPA
579
Clear Point Advisors
New York
$2.14M
PFA
580
Plotkin Financial Advisors
Maryland
$2.14M
IA
581
IF Advisors
Texas
$2.14M
PS
582
Principal Securities
Iowa
$2.14M
EWM
583
Evolution Wealth Management
Florida
$2.12M
Susquehanna International Group
584
Susquehanna International Group
Pennsylvania
$2.11M
AIM
585
Aspen Investment Management
Michigan
$2.11M
ECM
586
Elgethun Capital Management
South Dakota
$2.11M
AFA
587
American Financial Advisors
Georgia
$2.11M
WAG
588
Wiser Advisor Group
Arizona
$2.08M
BFG
589
Bouchey Financial Group
New York
$2.08M
KeyBank National Association
590
KeyBank National Association
Ohio
$2.08M
MSG
591
Main Street Group
Virginia
$2.06M
CSI
592
Cross Staff Investments
New York
$2.06M
9FG
593
93 Financial Group
Massachusetts
$2.06M
SQA
594
Simon Quick Advisors
New Jersey
$2.06M
VIA
595
Victrix Investment Advisors
Florida
$2.05M
PFA
596
Pinnacle Family Advisors
Missouri
$2.02M
PFWA
597
Paces Ferry Wealth Advisors
Georgia
$2.02M
Brown Advisory
598
Brown Advisory
Maryland
$1.99M
MSWMA
599
Market Street Wealth Management Advisors
Indiana
$1.99M
AA
600
Alesco Advisors
New York
$1.99M