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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
APW
751
Aurora Private Wealth
New Jersey
$1.18M +$1.17M +43,988 New
SCFS
752
Stewardship Concepts Financial Services
Washington
$1.18M +$1.17M +43,918 New
DAM
753
Directional Asset Management
Illinois
$1.18M +$1.17M +43,700 New
RPGK
754
Retirement Planning Group (Kansas)
Kansas
$1.17M +$45.1K +1,688 +4%
SNPAM
755
St. Nicholas Private Asset Management
Florida
$1.17M -$16.4K -614 -1%
SOS
756
Silver Oak Securities
Tennessee
$1.17M -$1.1M -41,247 -49%
PCM
757
Park Capital Management
Wisconsin
$1.17M +$115K +4,322 +11%
OP
758
ORG Partners
Indiana
$1.17M -$24K -900 -2%
SC
759
Schoolcraft Capital
Colorado
$1.16M -$5.02K -188 -0.4%
CCWM
760
Cassaday & Co Wealth Management
Virginia
$1.16M +$58.4K +2,186 +5%
MMHP
761
Murphy Middleton Hinkle & Parker
Georgia
$1.16M +$780K +29,221 New
PFA
762
Petra Financial Advisors
Colorado
$1.15M +$36.9K +1,381 +3%
CAG
763
Compass Advisory Group
New York
$1.15M -$4.67K -175 -0.4%
APP
764
Avantax Planning Partners
Iowa
$1.15M -$12.2K -458 -1%
CH
765
CDKV Holdings
Colorado
$1.14M +$1.14M +42,519 New
UFA
766
Unify Financial Advisors
Florida
$1.14M +$1.13M +42,459 New
HCP
767
Hardin Capital Partners
South Carolina
$1.14M -$43.7K -1,636 -4%
JF
768
Joule Financial
Kentucky
$1.14M -$12.3K -459 -1%
TRCT
769
Tower Research Capital (TRC)
New York
$1.14M -$7.62M -285,415 -87%
OFG
770
Orcam Financial Group
California
$1.12M +$134 +5 +0%
Neuberger Berman Group
771
Neuberger Berman Group
New York
$1.12M +$123K +4,590 +12%
BFP
772
Birchwood Financial Partners
Minnesota
$1.1M +$1.09M +40,998 New
NFW
773
Noble Family Wealth
Florida
$1.1M
EFS
774
Econ Financial Services
Pennsylvania
$1.1M -$46.5K -1,740 -4%
BPW
775
BlueDoor Private Wealth
Massachusetts
$1.09M +$1.08M +40,620 New