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