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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
MCA
651
Millennium Capital Advisors
Arkansas
$1.66M
FM
652
Family Management
New York
$1.65M
JJBC
653
James J. Burns & Company
New York
$1.64M
SWM
654
SeaCrest Wealth Management
New York
$1.64M
TW
655
TritonPoint Wealth
Maryland
$1.64M
LAS
656
Lloyd Advisory Services
Georgia
$1.64M
WI
657
Westbourne Investments
Virginia
$1.63M
TAM
658
Townsend Asset Management
North Carolina
$1.63M
CA
659
CWC Advisors
Oregon
$1.63M
JFG
660
Jefferies Financial Group
New York
$1.62M
CMAI
661
Capital Management Associates Inc
Minnesota
$1.62M
VCM
662
Virtue Capital Management
Tennessee
$1.59M
FCP
663
Fidelis Capital Partners
Florida
$1.59M
EA
664
Evolution Advisers
Virginia
$1.58M
BMCM
665
Bryn Mawr Capital Management
Pennsylvania
$1.58M
HT
666
Heritage Trust
Oklahoma
$1.57M
AMIM
667
Aull & Monroe Investment Management
Alabama
$1.57M
BPWM
668
Badgley Phelps Wealth Managers
Washington
$1.56M
IFS
669
Ifrah Financial Services
Arkansas
$1.55M
TPI
670
Trust Point Inc
Wisconsin
$1.54M
GT
671
Glenmede Trust
Pennsylvania
$1.54M
KWM
672
Kingsview Wealth Management
Oregon
$1.54M
LA
673
Lifeworks Advisors
Michigan
$1.53M
PWPS
674
Pinnacle Wealth Planning Services
Ohio
$1.52M
AIA
675
AssuredPartners Investment Advisors
Florida
$1.52M