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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
VCWA
701
Vanguard Capital Wealth Advisors
Colorado
$1.4M
YIH
702
Y-Intercept (HK)
Hong Kong
$1.39M
SH
703
SLT Holdings
Arizona
$1.38M
AFG
704
Atomi Financial Group
New York
$1.37M
VC
705
Veery Capital
Delaware
$1.35M
CCA
706
Clarity Capital Advisors
Florida
$1.35M
CPA
707
Capital Performance Advisors
California
$1.34M
EP
708
Edgestream Partners
New Jersey
$1.34M
VPA
709
Vernal Point Advisors
California
$1.34M
CFG
710
Clayton Financial Group
Missouri
$1.33M
Baird Financial Group
711
Baird Financial Group
Wisconsin
$1.33M
ECM
712
Evergreen Capital Management
Washington
$1.33M
AWM
713
Ariadne Wealth Management
California
$1.33M
TCA
714
Transcend Capital Advisors
New Jersey
$1.32M
FPCP
715
Fort Point Capital Partners
California
$1.32M
BL
716
BFSG LLC
California
$1.32M
FCM
717
Flagship Capital Management
Pennsylvania
$1.32M
LIM
718
Lathrop Investment Management
Arkansas
$1.31M
LCC
719
Lincoln Capital Corp
Rhode Island
$1.3M
BWP
720
Balboa Wealth Partners
Arizona
$1.3M
CIC
721
Carnegie Investment Counsel
Ohio
$1.3M
AIMC
722
Alley Investment Management Company
Illinois
$1.3M
CCM
723
Colorado Capital Management
Colorado
$1.29M
RDFA
724
Ritter Daniher Financial Advisory
Ohio
$1.27M
AFA
725
Amicus Financial Advisors
Texas
$1.26M