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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
FTS
626
Fifth Third Securities
Ohio
$1.79M
TFS
627
Thoroughbred Financial Services
Tennessee
$1.78M
APG
628
Abacus Planning Group
South Carolina
$1.78M
EWA
629
EverSource Wealth Advisors
Alabama
$1.78M
EWA
630
Emergent Wealth Advisors
New York
$1.78M
SHA
631
Seneca House Advisors
Virginia
$1.77M
WA
632
Win Advisors
Florida
$1.76M
Russell Investments Group
633
Russell Investments Group
United Kingdom
$1.76M
CI
634
CX Institutional
Indiana
$1.74M
CCG
635
Chatham Capital Group
Georgia
$1.74M
Fifth Third Bancorp
636
Fifth Third Bancorp
Ohio
$1.74M
NB
637
Northwest Bancshares
Pennsylvania
$1.72M
BH
638
Burk Holdings
Oklahoma
$1.72M
CAL
639
Capital Advisors Ltd
Ohio
$1.71M
WF
640
Womack Financial
Texas
$1.71M
IF
641
Ironwood Financial
Arizona
$1.69M
HI
642
Human Investing
Oregon
$1.69M
Vanguard Group
643
Vanguard Group
Pennsylvania
$1.68M
WCM
644
Weaver Capital Management
Georgia
$1.68M
PCM
645
Passive Capital Management
Maryland
$1.68M
Empower Advisory Group
646
Empower Advisory Group
Colorado
$1.67M
CTWM
647
Cherry Tree Wealth Management
Minnesota
$1.67M
IA
648
IFG Advisory
Georgia
$1.67M
AUB
649
Atlantic Union Bankshares
Virginia
$1.66M
CAM
650
Carret Asset Management
New York
$1.66M