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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
SQA
601
Simon Quick Advisors
New Jersey
$2.06M
VIA
602
Victrix Investment Advisors
Florida
$2.05M
PFA
603
Pinnacle Family Advisors
Missouri
$2.02M
PFWA
604
Paces Ferry Wealth Advisors
Georgia
$2.02M
Brown Advisory
605
Brown Advisory
Maryland
$1.99M
MSWMA
606
Market Street Wealth Management Advisors
Indiana
$1.99M
AA
607
Alesco Advisors
New York
$1.99M
GC
608
Garde Capital
Washington
$1.98M
FG
609
Foster Group
Iowa
$1.98M
EFG
610
Everhart Financial Group
Ohio
$1.96M
SWA
611
Sax Wealth Advisors
New Jersey
$1.96M
JWA
612
JFS Wealth Advisors
Pennsylvania
$1.95M
OFS
613
Oldfather Financial Services
Nebraska
$1.94M
CIC
614
Cutler Investment Counsel
Oregon
$1.94M
RG
615
RHL Group
Michigan
$1.94M
MS
616
Madden Securities
Texas
$1.92M
HIP
617
HUB Investment Partners
Texas
$1.91M
AG
618
AlTi Global
New York
$1.89M
CIA
619
Compass Ion Advisors
Pennsylvania
$1.89M
LIA
620
LBMC Investment Advisors
Tennessee
$1.89M
P
621
&Partners
Tennessee
$1.88M
FCH
622
Freestone Capital Holdings
Washington
$1.88M
PSCM
623
Per Stirling Capital Management
Texas
$1.87M
FNBT
624
FineMark National Bank & Trust
Florida
$1.87M
GVAG
625
Great Valley Advisor Group
Delaware
$1.86M