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Schwab US Large- Cap ETF

1,537 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, 540 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: 47.05%47.52% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

Holders
1,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
Vanguard Group
651
Vanguard Group
Pennsylvania
$1.68M
WCM
652
Weaver Capital Management
Georgia
$1.68M
PCM
653
Passive Capital Management
Maryland
$1.68M
Empower Advisory Group
654
Empower Advisory Group
Colorado
$1.67M
CTWM
655
Cherry Tree Wealth Management
Minnesota
$1.67M
IA
656
IFG Advisory
Georgia
$1.67M
AUB
657
Atlantic Union Bankshares
Virginia
$1.66M
CAM
658
Carret Asset Management
New York
$1.66M
MCA
659
Millennium Capital Advisors
Arkansas
$1.66M
FM
660
Family Management
New York
$1.65M
JJBC
661
James J. Burns & Company
New York
$1.64M
SWM
662
SeaCrest Wealth Management
New York
$1.64M
TW
663
TritonPoint Wealth
Maryland
$1.64M
LAS
664
Lloyd Advisory Services
Georgia
$1.64M
WI
665
Westbourne Investments
Virginia
$1.63M
TAM
666
Townsend Asset Management
North Carolina
$1.63M
CA
667
CWC Advisors
Oregon
$1.63M
JFG
668
Jefferies Financial Group
New York
$1.62M
CMAI
669
Capital Management Associates Inc
Minnesota
$1.62M
VCM
670
Virtue Capital Management
Tennessee
$1.59M
FCP
671
Fidelis Capital Partners
Florida
$1.59M
EA
672
Evolution Advisers
Virginia
$1.58M
BMCM
673
Bryn Mawr Capital Management
Pennsylvania
$1.58M
HT
674
Heritage Trust
Oklahoma
$1.57M
AMIM
675
Aull & Monroe Investment Management
Alabama
$1.57M