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Schwab US Large- Cap ETF

1,518 hedge funds and large institutions have $29.9B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 537 increasing their positions, 549 reducing their positions, and 52 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:

4% more capital invested

Capital invested by funds: $28.6B → $29.9B (+$1.23B)

0.03% more ownership

Funds ownership: 47.04%47.07% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
196
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
VPA
701
Vernal Point Advisors
California
$1.34M
CFG
702
Clayton Financial Group
Missouri
$1.33M
Baird Financial Group
703
Baird Financial Group
Wisconsin
$1.33M
ECM
704
Evergreen Capital Management
Washington
$1.33M
AWM
705
Ariadne Wealth Management
California
$1.33M
TCA
706
Transcend Capital Advisors
New Jersey
$1.32M
FPCP
707
Fort Point Capital Partners
California
$1.32M
BL
708
BFSG LLC
California
$1.32M
FCM
709
Flagship Capital Management
Pennsylvania
$1.32M
LIM
710
Lathrop Investment Management
Arkansas
$1.31M
LCC
711
Lincoln Capital Corp
Rhode Island
$1.3M
BWP
712
Balboa Wealth Partners
Arizona
$1.3M
CIC
713
Carnegie Investment Counsel
Ohio
$1.3M
AIMC
714
Alley Investment Management Company
Illinois
$1.3M
CCM
715
Colorado Capital Management
Colorado
$1.29M
RDFA
716
Ritter Daniher Financial Advisory
Ohio
$1.27M
DT
717
Diversified Trust
Tennessee
$1.26M
Comerica Bank
718
Comerica Bank
Texas
$1.26M
LIA
719
Lynx Investment Advisory
District of Columbia
$1.24M
CA
720
Cambridge Advisors
Nebraska
$1.24M
HNB
721
Huntington National Bank
Ohio
$1.24M
CAM
722
Cozad Asset Management
Illinois
$1.23M
UIA
723
Ulland Investment Advisors
Minnesota
$1.22M
CA
724
Crewe Advisors
Utah
$1.22M
BAS
725
Breakthru Advisory Services
Wisconsin
$1.22M