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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
FTC
776
Farmers Trust Company
Ohio
$1.04M
CWA
777
Carolina Wealth Advisors
South Carolina
$1.03M
RFP
778
Root Financial Partners
California
$1.03M
IAA
779
Independent Advisor Alliance
North Carolina
$1.02M
AWA
780
Argos Wealth Advisors
California
$1.02M
SG
781
StoneX Group
New York
$1.01M
EK
782
Evensky & Katz
Florida
$1.01M
BIAS
783
Beacon Investment Advisory Services
New Jersey
$1.01M
SA
784
Stewardship Advisors
Pennsylvania
$1.01M
CCMG
785
Clark Capital Management Group
Pennsylvania
$1M
KWS
786
Keystone Wealth Services
California
$1M
SA
787
Sovran Advisors
California
$1M
PMFA
788
Plante Moran Financial Advisors
Michigan
$993K
DWP
789
Daymark Wealth Partners
Ohio
$991K
XT
790
XTX Topco
Cayman Islands
$990K
PK
791
Pflug Koory
Nebraska
$984K
SWA
792
Serenus Wealth Advisors
California
$978K
FA
793
FF Advisors
California
$974K
PSB
794
Piscataqua Savings Bank
New Hampshire
$968K
MCP
795
Mirador Capital Partners
California
$966K
SSWM
796
Smith Salley Wealth Management
North Carolina
$964K
SPIA
797
Steward Partners Investment Advisory
New York
$959K
WFS
798
Walker Financial Services
Kentucky
$958K
FCM
799
Firestone Capital Management
Florida
$958K
NWMG
800
National Wealth Management Group
Ohio
$955K