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Schwab US Large- Cap ETF

1,519 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 178 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%47.08% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,519
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
BAS
726
Breakthru Advisory Services
Wisconsin
$1.22M
MFF
727
Michels Family Financial
Texas
$1.21M
FWA
728
FSM Wealth Advisors
Ohio
$1.21M
KWA
729
Kondo Wealth Advisors
California
$1.2M
CWA
730
Clarity Wealth Advisors
California
$1.2M
HWA
731
HHM Wealth Advisors
Tennessee
$1.2M
SPW
732
Signet Private Wealth
Illinois
$1.19M
EAM
733
Everstar Asset Management
North Carolina
$1.19M
APW
734
Aurora Private Wealth
New Jersey
$1.18M
SCFS
735
Stewardship Concepts Financial Services
Washington
$1.18M
DAM
736
Directional Asset Management
Illinois
$1.18M
RPGK
737
Retirement Planning Group (Kansas)
Kansas
$1.17M
SNPAM
738
St. Nicholas Private Asset Management
Florida
$1.17M
SOS
739
Silver Oak Securities
Tennessee
$1.17M
PCM
740
Park Capital Management
Wisconsin
$1.17M
OP
741
ORG Partners
Indiana
$1.17M
SC
742
Schoolcraft Capital
Colorado
$1.16M
CCWM
743
Cassaday & Co Wealth Management
Virginia
$1.16M
MMHP
744
Murphy Middleton Hinkle & Parker
Georgia
$1.16M
PFA
745
Petra Financial Advisors
Colorado
$1.15M
CAG
746
Compass Advisory Group
New York
$1.15M
APP
747
Avantax Planning Partners
Iowa
$1.15M
CH
748
CDKV Holdings
Colorado
$1.14M
HCP
749
Hardin Capital Partners
South Carolina
$1.14M
JF
750
Joule Financial
Kentucky
$1.14M