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Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
AMIM
676
Aull & Monroe Investment Management
Alabama
$1.57M
BPWM
677
Badgley Phelps Wealth Managers
Washington
$1.56M
IFS
678
Ifrah Financial Services
Arkansas
$1.55M
TPI
679
Trust Point Inc
Wisconsin
$1.54M
GT
680
Glenmede Trust
Pennsylvania
$1.54M
KWM
681
Kingsview Wealth Management
Oregon
$1.54M
LA
682
Lifeworks Advisors
Michigan
$1.53M
PWPS
683
Pinnacle Wealth Planning Services
Ohio
$1.52M
AIA
684
AssuredPartners Investment Advisors
Florida
$1.52M
FAG
685
Fortitude Advisory Group
Washington
$1.52M
GG
686
GenWealth Group
New Jersey
$1.51M
BIM
687
Breakwater Investment Management
Washington
$1.5M
CCFM
688
Clear Creek Financial Management
Washington
$1.5M
FPAS
689
Focus Partners Advisor Solutions
Missouri
$1.5M
TFP
690
Tilia Fiduciary Partners
North Carolina
$1.49M
KIA
691
KCM Investment Advisors
California
$1.49M
RWM
692
Revisor Wealth Management
Ohio
$1.47M
TYCC
693
Texas Yale Capital Corp
Florida
$1.47M
SSW
694
Stone Summit Wealth
Florida
$1.47M
KA
695
KLCM Advisors
Wisconsin
$1.46M
SAM
696
Smartleaf Asset Management
Massachusetts
$1.46M
FWI
697
Facet Wealth Inc
Maryland
$1.45M
GFA
698
Godfrey Financial Associates
New York
$1.44M
HR
699
Howe & Rusling
New York
$1.43M
CA
700
CGN Advisors
Kansas
$1.42M