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Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
GVAG
626
Great Valley Advisor Group
Delaware
$1.86M
IIA
627
Integrity Investment Advisors
Colorado
$1.86M
ANTB
628
AMG National Trust Bank
Colorado
$1.85M
EAM
629
Evanson Asset Management
California
$1.85M
AC
630
Avant Capital
Louisiana
$1.84M
RRAL
631
RED REEF ADVISORS LLC
Florida
$1.84M
WIM
632
Warwick Investment Management
Texas
$1.82M
HWA
633
Heartwood Wealth Advisors
Virginia
$1.82M
VCM
634
Vision Capital Management
Oregon
$1.79M
FTS
635
Fifth Third Securities
Ohio
$1.79M
TFS
636
Thoroughbred Financial Services
Tennessee
$1.78M
APG
637
Abacus Planning Group
South Carolina
$1.78M
EWA
638
EverSource Wealth Advisors
Alabama
$1.78M
EWA
639
Emergent Wealth Advisors
New York
$1.78M
SHA
640
Seneca House Advisors
Virginia
$1.77M
WA
641
Win Advisors
Florida
$1.76M
Russell Investments Group
642
Russell Investments Group
United Kingdom
$1.76M
CI
643
CX Institutional
Indiana
$1.74M
CCG
644
Chatham Capital Group
Georgia
$1.74M
Fifth Third Bancorp
645
Fifth Third Bancorp
Ohio
$1.74M
NB
646
Northwest Bancshares
Pennsylvania
$1.72M
BH
647
Burk Holdings
Oklahoma
$1.72M
CAL
648
Capital Advisors Ltd
Ohio
$1.71M
WF
649
Womack Financial
Texas
$1.71M
IF
650
Ironwood Financial
Arizona
$1.69M