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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
NB
651
Northwest Bancshares
Pennsylvania
$1.72M
BH
652
Burk Holdings
Oklahoma
$1.72M -$17.8K -668 -1%
CAL
653
Capital Advisors Ltd
Ohio
$1.71M -$3.04K -114 -0.2%
WF
654
Womack Financial
Texas
$1.71M +$395K +14,791 +30%
IF
655
Ironwood Financial
Arizona
$1.69M -$61.2K -2,293 -4%
HI
656
Human Investing
Oregon
$1.69M -$42.1K -1,578 -2%
Vanguard Group
657
Vanguard Group
Pennsylvania
$1.68M +$485K +18,168 +41%
WCM
658
Weaver Capital Management
Georgia
$1.68M -$136K -5,110 -8%
PCM
659
Passive Capital Management
Maryland
$1.68M +$84.5K +3,164 +5%
Empower Advisory Group
660
Empower Advisory Group
Colorado
$1.67M -$928K -34,731 -36%
CTWM
661
Cherry Tree Wealth Management
Minnesota
$1.67M +$6.92K +259 +0.4%
IA
662
IFG Advisory
Georgia
$1.67M +$36.2K +1,356 +2%
AUB
663
Atlantic Union Bankshares
Virginia
$1.66M -$47.8K -1,791 -3%
CAM
664
Carret Asset Management
New York
$1.66M +$87.9K +3,292 +6%
MCA
665
Millennium Capital Advisors
Arkansas
$1.66M -$11.8K -442 -0.7%
FM
666
Family Management
New York
$1.65M -$10.7K -401 -0.7%
JJBC
667
James J. Burns & Company
New York
$1.64M -$35.4K -1,326 -2%
SWM
668
SeaCrest Wealth Management
New York
$1.64M -$54.8K -2,052 -3%
TW
669
TritonPoint Wealth
Maryland
$1.64M +$62.5K +2,340 +4%
LAS
670
Lloyd Advisory Services
Georgia
$1.64M +$1.62M +60,773 New
WI
671
Westbourne Investments
Virginia
$1.63M -$23.8K -890 -1%
TAM
672
Townsend Asset Management
North Carolina
$1.63M -$53.5K -2,005 -3%
CA
673
CWC Advisors
Oregon
$1.63M -$5.93K -222 -0.4%
JFG
674
Jefferies Financial Group
New York
$1.62M
CMAI
675
Capital Management Associates Inc
Minnesota
$1.62M -$340K -12,728 -17%