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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
GC
601
Garde Capital
Washington
$1.98M
FG
602
Foster Group
Iowa
$1.98M
EFG
603
Everhart Financial Group
Ohio
$1.96M
SWA
604
Sax Wealth Advisors
New Jersey
$1.96M
JWA
605
JFS Wealth Advisors
Pennsylvania
$1.95M
OFS
606
Oldfather Financial Services
Nebraska
$1.94M
CIC
607
Cutler Investment Counsel
Oregon
$1.94M
RG
608
RHL Group
Michigan
$1.94M
MS
609
Madden Securities
Texas
$1.92M
HIP
610
HUB Investment Partners
Texas
$1.91M
AG
611
AlTi Global
New York
$1.89M
CIA
612
Compass Ion Advisors
Pennsylvania
$1.89M
LIA
613
LBMC Investment Advisors
Tennessee
$1.89M
P
614
&Partners
Tennessee
$1.88M
FCH
615
Freestone Capital Holdings
Washington
$1.88M
PSCM
616
Per Stirling Capital Management
Texas
$1.87M
FNBT
617
FineMark National Bank & Trust
Florida
$1.87M
GVAG
618
Great Valley Advisor Group
Delaware
$1.86M
IIA
619
Integrity Investment Advisors
Colorado
$1.86M
ANTB
620
AMG National Trust Bank
Colorado
$1.85M
EAM
621
Evanson Asset Management
California
$1.85M
AC
622
Avant Capital
Louisiana
$1.84M
WIM
623
Warwick Investment Management
Texas
$1.82M
HWA
624
Heartwood Wealth Advisors
Virginia
$1.82M
VCM
625
Vision Capital Management
Oregon
$1.79M