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Schwab US Large- Cap ETF

1,550 hedge funds and large institutions have $30.2B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 547 increasing their positions, 551 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $328K

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4391,550 (+111)

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

5% more capital invested

Capital invested by funds: $28.7B → $30.2B (+$1.53B)

0.51% more ownership

Funds ownership: 47.11%47.62% (+0.51%)

1% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 551

Holders
1,550
Holders Change
+111
Holders Change %
+7.71%
% of All Funds
18.85%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
2.51%
New
192
Increased
547
Reduced
551
Closed
54
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
626
LBMC Investment Advisors
Tennessee
$1.89M
P
627
&Partners
Tennessee
$1.88M +$126K +4,707 +7%
FCH
628
Freestone Capital Holdings
Washington
$1.88M -$8.81K -330 -0.5%
PSCM
629
Per Stirling Capital Management
Texas
$1.87M -$3.66K -137 -0.2%
FNBT
630
FineMark National Bank & Trust
Florida
$1.87M -$88.1K -3,300 -5%
GVAG
631
Great Valley Advisor Group
Delaware
$1.86M -$62.7K -2,347 -3%
IIA
632
Integrity Investment Advisors
Colorado
$1.86M +$1.84M +69,017 New
ANTB
633
AMG National Trust Bank
Colorado
$1.85M +$28.3K +1,058 +2%
EAM
634
Evanson Asset Management
California
$1.85M +$52.3K +1,959 +3%
AC
635
Avant Capital
Louisiana
$1.84M +$2.91K +109 +0.2%
RRA
636
Red Reef Advisors
Florida
$1.84M +$1.82M +68,258 New
WIM
637
Warwick Investment Management
Texas
$1.82M
HWA
638
Heartwood Wealth Advisors
Virginia
$1.82M
VCM
639
Vision Capital Management
Oregon
$1.79M -$34.1K -1,278 -2%
FTS
640
Fifth Third Securities
Ohio
$1.79M -$66.1K -2,475 -4%
TFS
641
Thoroughbred Financial Services
Tennessee
$1.78M -$192K -7,180 -10%
APG
642
Abacus Planning Group
South Carolina
$1.78M -$4.09K -153 -0.2%
EWA
643
EverSource Wealth Advisors
Alabama
$1.78M -$223K -8,356 -11%
EWA
644
Emergent Wealth Advisors
New York
$1.78M +$2.3K +86 +0.1%
SHA
645
Seneca House Advisors
Virginia
$1.77M +$230K +8,597 +15%
WA
646
Win Advisors
Florida
$1.76M -$997K -37,336 -36%
Russell Investments Group
647
Russell Investments Group
United Kingdom
$1.76M -$134K -5,031 -7%
CI
648
CX Institutional
Indiana
$1.74M +$35K +1,309 +2%
CCG
649
Chatham Capital Group
Georgia
$1.74M +$33.5K +1,253 +2%
Fifth Third Bancorp
650
Fifth Third Bancorp
Ohio
$1.74M +$1.19M +44,377 +219%