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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
SAM
701
Smartleaf Asset Management
Massachusetts
$1.46M +$252K +9,437 +21%
FWI
702
Facet Wealth Inc
Maryland
$1.45M +$60.3K +2,257 +4%
GFA
703
Godfrey Financial Associates
New York
$1.44M +$1.43M +53,609 New
HR
704
Howe & Rusling
New York
$1.43M +$241K +9,039 +20%
CA
705
CGN Advisors
Kansas
$1.42M -$145K -5,415 -9%
MA
706
MONECO Advisors
Connecticut
$1.41M +$855 +32 +0.1%
VCWA
707
Vanguard Capital Wealth Advisors
Colorado
$1.4M -$52.8K -1,978 -4%
CAL
708
Capital Analysts LLC
Pennsylvania
$1.39M +$10.1K +380 +0.7%
YIH
709
Y-Intercept (HK)
Hong Kong
$1.39M -$210K -7,879 -13%
SH
710
SLT Holdings
Arizona
$1.38M
AFG
711
Atomi Financial Group
New York
$1.37M +$304K +11,398 +29%
VC
712
Veery Capital
Delaware
$1.35M -$14.2K -533 -1%
CCA
713
Clarity Capital Advisors
Florida
$1.35M +$4.01K +150 +0.3%
CPA
714
Capital Performance Advisors
California
$1.34M +$113K +4,238 +9%
EP
715
Edgestream Partners
New Jersey
$1.34M +$1.33M +49,847 New
VPA
716
Vernal Point Advisors
California
$1.34M
CFG
717
Clayton Financial Group
Missouri
$1.33M +$804K +30,112 +155%
Baird Financial Group
718
Baird Financial Group
Wisconsin
$1.33M +$326K +12,206 +33%
ECM
719
Evergreen Capital Management
Washington
$1.33M +$160 +6 +0%
AWM
720
Ariadne Wealth Management
California
$1.33M
TCA
721
Transcend Capital Advisors
New Jersey
$1.32M -$12.6K -470 -0.9%
FPCP
722
Fort Point Capital Partners
California
$1.32M -$58.1K -2,174 -4%
BL
723
BFSG LLC
California
$1.32M +$9.99K +374 +0.8%
FCM
724
Flagship Capital Management
Pennsylvania
$1.32M +$1.31M +49,006 New
LIM
725
Lathrop Investment Management
Arkansas
$1.31M -$5.9K -221 -0.5%