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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
VCM
676
Virtue Capital Management
Tennessee
$1.59M +$1.34M +49,997 +562%
FCP
677
Fidelis Capital Partners
Florida
$1.59M +$1.57M +58,944 New
EA
678
Evolution Advisers
Virginia
$1.58M +$83.5K +3,126 +6%
BMCM
679
Bryn Mawr Capital Management
Pennsylvania
$1.58M
HT
680
Heritage Trust
Oklahoma
$1.57M -$433K -16,229 -22%
AMIM
681
Aull & Monroe Investment Management
Alabama
$1.57M +$43.7K +1,636 +3%
BPWM
682
Badgley Phelps Wealth Managers
Washington
$1.56M -$20.3K -760 -1%
IFS
683
Ifrah Financial Services
Arkansas
$1.55M -$59K -2,209 -4%
TPI
684
Trust Point Inc
Wisconsin
$1.54M +$129K +4,843 +9%
GT
685
Glenmede Trust
Pennsylvania
$1.54M +$1.53M +57,177 New
KWM
686
Kingsview Wealth Management
Oregon
$1.54M +$64.8K +2,425 +4%
LA
687
Lifeworks Advisors
Michigan
$1.53M -$523K -19,574 -26%
PWPS
688
Pinnacle Wealth Planning Services
Ohio
$1.52M -$59.3K -2,220 -4%
AIA
689
AssuredPartners Investment Advisors
Florida
$1.52M +$1.17M +43,725 +344%
FAG
690
Fortitude Advisory Group
Washington
$1.52M +$48.7K +1,825 +3%
GG
691
GenWealth Group
New Jersey
$1.51M -$46.1K -1,728 -3%
BIM
692
Breakwater Investment Management
Washington
$1.5M -$118K -4,428 -7%
CCFM
693
Clear Creek Financial Management
Washington
$1.5M -$20.2K -755 -1%
FPAS
694
Focus Partners Advisor Solutions
Missouri
$1.5M +$656K +24,575 +79%
TFP
695
Tilia Fiduciary Partners
North Carolina
$1.49M -$27.6K -1,032 -2%
KIA
696
KCM Investment Advisors
California
$1.49M
RWM
697
Revisor Wealth Management
Ohio
$1.47M -$247K -9,265 -15%
TYCC
698
Texas Yale Capital Corp
Florida
$1.47M +$1.71K +64 +0.1%
SSW
699
Stone Summit Wealth
Florida
$1.47M -$66.3K -2,484 -4%
KA
700
KLCM Advisors
Wisconsin
$1.46M +$1.44M +54,107 New