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Schwab US Large- Cap ETF

1,518 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 177 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%47.07% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,518
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
OFG
751
Orcam Financial Group
California
$1.12M
Neuberger Berman Group
752
Neuberger Berman Group
New York
$1.12M
BFP
753
Birchwood Financial Partners
Minnesota
$1.1M
NFW
754
Noble Family Wealth
Florida
$1.1M
EFS
755
Econ Financial Services
Pennsylvania
$1.1M
BPW
756
BlueDoor Private Wealth
Massachusetts
$1.09M
Franklin Resources
757
Franklin Resources
California
$1.09M
OWCM
758
One Wealth Capital Management
Arizona
$1.09M
RSWM
759
Robertson Stephens Wealth Management
California
$1.08M
VFG
760
Victory Financial Group
Texas
$1.08M
TCM
761
Twele Capital Management
Minnesota
$1.08M
LEFP
762
Leading Edge Financial Planning
Tennessee
$1.07M
RSWA
763
Robinson Smith Wealth Advisors
Maine
$1.07M
NEAM
764
New England Asset Management
Connecticut
$1.07M
AWA
765
Arkadios Wealth Advisors
Georgia
$1.07M
DB
766
Dravo Bay
Delaware
$1.06M
IPWA
767
International Private Wealth Advisors
California
$1.06M
BWA
768
Beam Wealth Advisors
Louisiana
$1.06M
AIA
769
Alternative Investment Advisors
Florida
$1.06M
MIP
770
Marietta Investment Partners
Wisconsin
$1.05M
CW
771
Curio Wealth
Maryland
$1.04M
CWA
772
Cura Wealth Advisors
Illinois
$1.04M
KPWS
773
Kestra Private Wealth Services
Texas
$1.04M
XF
774
XML Financial
Maryland
$1.04M
PEA
775
Park Edge Advisors
Ohio
$1.04M