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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
MA
701
MONECO Advisors
Connecticut
$1.41M
VCWA
702
Vanguard Capital Wealth Advisors
Colorado
$1.4M
YIH
703
Y-Intercept (HK)
Hong Kong
$1.39M
SH
704
SLT Holdings
Arizona
$1.38M
AFG
705
Atomi Financial Group
New York
$1.37M
VC
706
Veery Capital
Delaware
$1.35M
CCA
707
Clarity Capital Advisors
Florida
$1.35M
CPA
708
Capital Performance Advisors
California
$1.34M
EP
709
Edgestream Partners
New Jersey
$1.34M
VPA
710
Vernal Point Advisors
California
$1.34M
CFG
711
Clayton Financial Group
Missouri
$1.33M
Baird Financial Group
712
Baird Financial Group
Wisconsin
$1.33M
ECM
713
Evergreen Capital Management
Washington
$1.33M
AWM
714
Ariadne Wealth Management
California
$1.33M
TCA
715
Transcend Capital Advisors
New Jersey
$1.32M
FPCP
716
Fort Point Capital Partners
California
$1.32M
BL
717
BFSG LLC
California
$1.32M
FCM
718
Flagship Capital Management
Pennsylvania
$1.32M
LIM
719
Lathrop Investment Management
Arkansas
$1.31M
LCC
720
Lincoln Capital Corp
Rhode Island
$1.3M
BWP
721
Balboa Wealth Partners
Arizona
$1.3M
CIC
722
Carnegie Investment Counsel
Ohio
$1.3M
AIMC
723
Alley Investment Management Company
Illinois
$1.3M
CCM
724
Colorado Capital Management
Colorado
$1.29M
RDFA
725
Ritter Daniher Financial Advisory
Ohio
$1.27M