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Schwab US Large- Cap ETF

1,549 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: 1,4381,549 (+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
1,549
Holders Change
+111
Holders Change %
+7.72%
% 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
CAAM
51
Cornerstone Advisors Asset Management
Pennsylvania
$78.5M +$82.6K +3,093 +0.1%
CAM
52
Cresset Asset Management
Illinois
$76.1M -$164K -6,137 -0.2%
WANY
53
Wealthspire Advisors (New York)
New York
$75.8M -$77.8M -2,914,447 -51%
Osaic Holdings
54
Osaic Holdings
Arizona
$75.3M +$3.63M +135,942 +5%
AQR Capital Management
55
AQR Capital Management
Connecticut
$74.6M +$16.3M +609,734 +28%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$73.4M +$331K +12,404 +0.5%
BAAM
57
Baker Avenue Asset Management
California
$72.5M +$2.43M +91,049 +3%
ACA
58
Aptus Capital Advisors
Alabama
$72M +$2.82M +105,503 +4%
SAM
59
Standpoint Asset Management
Arizona
$71.5M -$2.46M -92,200 -3%
GWANC
60
Guardian Wealth Advisors (North Carolina)
North Carolina
$70.6M +$3.38M +126,713 +5%
JIP
61
Jaffetilchin Investment Partners
Florida
$69.2M +$184K +6,904 +0.3%
JP Morgan Chase
62
JP Morgan Chase
New York
$68.6M +$5.87M +219,886 +9%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$68.1M +$5.83M +218,236 +9%
BSB
64
Bangor Savings Bank
Maine
$66.5M -$1.73M -64,654 -3%
SC
65
Savant Capital
Illinois
$66.3M -$855K -32,018 -1%
BFG
66
Berger Financial Group
Minnesota
$62.9M -$685K -25,654 -1%
CI
67
CacheTech Inc
Utah
$61.9M +$899K +33,670 +1%
NC
68
NewSquare Capital
Pennsylvania
$61.3M -$7.47M -279,811 -11%
Wells Fargo
69
Wells Fargo
California
$60.4M +$1.73M +64,684 +3%
AWMG
70
Alliance Wealth Management Group
New Jersey
$59.5M -$875K -32,753 -1%
TCM
71
Towercrest Capital Management
Pennsylvania
$59.5M -$875K -32,753 -1%
LWMT
72
Legacy Wealth Management (Tennessee)
Tennessee
$59.4M -$2.03M -76,081 -3%
FMP
73
Financial Management Professionals
Texas
$59.2M -$2.38M -89,255 -4%
RWM
74
RKL Wealth Management
Pennsylvania
$57.8M -$553K -20,705 -1%
MSWM
75
McGlone Suttner Wealth Management
Wisconsin
$57M +$834K +31,231 +1%