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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
SC
751
Schoolcraft Capital
Colorado
$1.16M
CCWM
752
Cassaday & Co Wealth Management
Virginia
$1.16M
MMHP
753
Murphy Middleton Hinkle & Parker
Georgia
$1.16M
PFA
754
Petra Financial Advisors
Colorado
$1.15M
CAG
755
Compass Advisory Group
New York
$1.15M
APP
756
Avantax Planning Partners
Iowa
$1.15M
CH
757
CDKV Holdings
Colorado
$1.14M
UFA
758
Unify Financial Advisors
Florida
$1.14M
HCP
759
Hardin Capital Partners
South Carolina
$1.14M
JF
760
Joule Financial
Kentucky
$1.14M
TRCT
761
Tower Research Capital (TRC)
New York
$1.14M
OFG
762
Orcam Financial Group
California
$1.12M
Neuberger Berman Group
763
Neuberger Berman Group
New York
$1.12M
BFP
764
Birchwood Financial Partners
Minnesota
$1.1M
NFW
765
Noble Family Wealth
Florida
$1.1M
EFS
766
Econ Financial Services
Pennsylvania
$1.1M
BPW
767
BlueDoor Private Wealth
Massachusetts
$1.09M
Franklin Resources
768
Franklin Resources
California
$1.09M
OWCM
769
One Wealth Capital Management
Arizona
$1.09M
RSWM
770
Robertson Stephens Wealth Management
California
$1.08M
VFG
771
Victory Financial Group
Texas
$1.08M
TCM
772
Twele Capital Management
Minnesota
$1.08M
LEFP
773
Leading Edge Financial Planning
Tennessee
$1.07M
RSWA
774
Robinson Smith Wealth Advisors
Maine
$1.07M
NEAM
775
New England Asset Management
Connecticut
$1.07M