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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
BPWM
676
Badgley Phelps Wealth Managers
Washington
$1.56M
IFS
677
Ifrah Financial Services
Arkansas
$1.55M
TPI
678
Trust Point Inc
Wisconsin
$1.54M
GT
679
Glenmede Trust
Pennsylvania
$1.54M
KWM
680
Kingsview Wealth Management
Oregon
$1.54M
LA
681
Lifeworks Advisors
Michigan
$1.53M
PWPS
682
Pinnacle Wealth Planning Services
Ohio
$1.52M
AIA
683
AssuredPartners Investment Advisors
Florida
$1.52M
FAG
684
Fortitude Advisory Group
Washington
$1.52M
GG
685
GenWealth Group
New Jersey
$1.51M
BIM
686
Breakwater Investment Management
Washington
$1.5M
CCFM
687
Clear Creek Financial Management
Washington
$1.5M
FPAS
688
Focus Partners Advisor Solutions
Missouri
$1.5M
TFP
689
Tilia Fiduciary Partners
North Carolina
$1.49M
KIA
690
KCM Investment Advisors
California
$1.49M
RWM
691
Revisor Wealth Management
Ohio
$1.47M
TYCC
692
Texas Yale Capital Corp
Florida
$1.47M
SSW
693
Stone Summit Wealth
Florida
$1.47M
KA
694
KLCM Advisors
Wisconsin
$1.46M
SAM
695
Smartleaf Asset Management
Massachusetts
$1.46M
FWI
696
Facet Wealth Inc
Maryland
$1.45M
GFA
697
Godfrey Financial Associates
New York
$1.44M
HR
698
Howe & Rusling
New York
$1.43M
CA
699
CGN Advisors
Kansas
$1.42M
MA
700
MONECO Advisors
Connecticut
$1.41M