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Schwab US Large- Cap ETF

1,550 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: 1,4391,550 (+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
1,550
Holders Change
+111
Holders Change %
+7.71%
% 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
LCC
726
Lincoln Capital Corp
Rhode Island
$1.3M -$4.3K -161 -0.3%
BWP
727
Balboa Wealth Partners
Arizona
$1.3M +$617K +23,116 +91%
CIC
728
Carnegie Investment Counsel
Ohio
$1.3M +$302K +11,294 +30%
AIMC
729
Alley Investment Management Company
Illinois
$1.3M -$71.2K -2,667 -5%
CCM
730
Colorado Capital Management
Colorado
$1.29M +$3.52K +132 +0.3%
RDFA
731
Ritter Daniher Financial Advisory
Ohio
$1.27M +$105K +3,943 +9%
AFA
732
Amicus Financial Advisors
Texas
$1.26M +$1.25M +46,856 New
DT
733
Diversified Trust
Tennessee
$1.26M
Comerica Bank
734
Comerica Bank
Texas
$1.26M -$18K -673 -1%
CWRP
735
Cassady Wealth & Retirement Planning
Nevada
$1.25M +$1.24M +46,315 New
LIA
736
Lynx Investment Advisory
District of Columbia
$1.24M +$112K +4,176 +10%
CA
737
Cambridge Advisors
Nebraska
$1.24M +$205K +7,679 +20%
HNB
738
Huntington National Bank
Ohio
$1.24M
CAM
739
Cozad Asset Management
Illinois
$1.23M -$25.1K -938 -2%
UIA
740
Ulland Investment Advisors
Minnesota
$1.22M -$76.8K -2,876 -6%
CA
741
Crewe Advisors
Utah
$1.22M -$106K -3,961 -8%
BAS
742
Breakthru Advisory Services
Wisconsin
$1.22M +$1.55K +58 +0.1%
WAS
743
Westco Advisory Services
New York
$1.22M +$1.21M +45,349 New
MFF
744
Michels Family Financial
Texas
$1.21M -$2.38K -89 -0.2%
FWA
745
FSM Wealth Advisors
Ohio
$1.21M -$34K -1,273 -3%
KWA
746
Kondo Wealth Advisors
California
$1.2M
CWA
747
Clarity Wealth Advisors
California
$1.2M +$885K +33,133 +289%
HWA
748
HHM Wealth Advisors
Tennessee
$1.2M
SPW
749
Signet Private Wealth
Illinois
$1.19M +$1.18M +44,203 New
EAM
750
Everstar Asset Management
North Carolina
$1.19M +$80 +3 +0%