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Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
AFA
726
Amicus Financial Advisors
Texas
$1.26M
DT
727
Diversified Trust
Tennessee
$1.26M
Comerica Bank
728
Comerica Bank
Texas
$1.26M
CWRPL
729
Cassady Wealth & Retirement Planning, LLC
Nevada
$1.25M
LIA
730
Lynx Investment Advisory
District of Columbia
$1.24M
CA
731
Cambridge Advisors
Nebraska
$1.24M
HNB
732
Huntington National Bank
Ohio
$1.24M
CAM
733
Cozad Asset Management
Illinois
$1.23M
UIA
734
Ulland Investment Advisors
Minnesota
$1.22M
CA
735
Crewe Advisors
Utah
$1.22M
BAS
736
Breakthru Advisory Services
Wisconsin
$1.22M
MFF
737
Michels Family Financial
Texas
$1.21M
FWA
738
FSM Wealth Advisors
Ohio
$1.21M
KWA
739
Kondo Wealth Advisors
California
$1.2M
CWA
740
Clarity Wealth Advisors
California
$1.2M
HWA
741
HHM Wealth Advisors
Tennessee
$1.2M
SPW
742
Signet Private Wealth
Illinois
$1.19M
EAM
743
Everstar Asset Management
North Carolina
$1.19M
APW
744
Aurora Private Wealth
New Jersey
$1.18M
SCFS
745
Stewardship Concepts Financial Services
Washington
$1.18M
DAM
746
Directional Asset Management
Illinois
$1.18M
RPGK
747
Retirement Planning Group (Kansas)
Kansas
$1.17M
SNPAM
748
St. Nicholas Private Asset Management
Florida
$1.17M
SOS
749
Silver Oak Securities
Tennessee
$1.17M
PCM
750
Park Capital Management
Wisconsin
$1.17M