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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
OSAM
576
O'Shaughnessy Asset Management
Connecticut
$2.28M
BOC
577
Bull Oak Capital
California
$2.27M
RF
578
RHS Financial
California
$2.23M
PCM
579
Pennsylvania Capital Management
Pennsylvania
$2.23M
WAM
580
Worth Asset Management
Texas
$2.22M
PWW
581
Pettyjohn Wood & White
Virginia
$2.2M
WC
582
Wynn Capital
Georgia
$2.18M
MFT
583
Moisand Fitzgerald Tamayo
Florida
$2.17M
RWMH
584
Riverpoint Wealth Management Holdings
Illinois
$2.15M
AOWM
585
Alpha Omega Wealth Management
Virginia
$2.15M
CPA
586
Clear Point Advisors
New York
$2.14M
PFA
587
Plotkin Financial Advisors
Maryland
$2.14M
IA
588
IF Advisors
Texas
$2.14M
PS
589
Principal Securities
Iowa
$2.14M
EWM
590
Evolution Wealth Management
Florida
$2.12M
Susquehanna International Group
591
Susquehanna International Group
Pennsylvania
$2.11M
AIM
592
Aspen Investment Management
Michigan
$2.11M
ECM
593
Elgethun Capital Management
South Dakota
$2.11M
AFA
594
American Financial Advisors
Georgia
$2.11M
WAG
595
Wiser Advisor Group
Arizona
$2.08M
BFG
596
Bouchey Financial Group
New York
$2.08M
KeyBank National Association
597
KeyBank National Association
Ohio
$2.08M
MSG
598
Main Street Group
Virginia
$2.06M
CSI
599
Cross Staff Investments
New York
$2.06M
9FG
600
93 Financial Group
Massachusetts
$2.06M