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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
Franklin Resources
776
Franklin Resources
California
$1.09M +$65.9K +2,468 +6%
OWCM
777
One Wealth Capital Management
Arizona
$1.09M +$6.73K +252 +0.6%
RSWM
778
Robertson Stephens Wealth Management
California
$1.08M -$190K -7,108 -15%
VFG
779
Victory Financial Group
Texas
$1.08M +$22.8K +855 +2%
TCM
780
Twele Capital Management
Minnesota
$1.08M -$9K -337 -0.8%
LEFP
781
Leading Edge Financial Planning
Tennessee
$1.07M -$11.5K -432 -1%
RSWA
782
Robinson Smith Wealth Advisors
Maine
$1.07M
NEAM
783
New England Asset Management
Connecticut
$1.07M
AWA
784
Arkadios Wealth Advisors
Georgia
$1.07M +$172K +6,447 +19%
DB
785
Dravo Bay
Delaware
$1.06M -$135K -5,039 -11%
IPWA
786
International Private Wealth Advisors
California
$1.06M -$221K -8,260 -17%
BWA
787
Beam Wealth Advisors
Louisiana
$1.06M -$8.39K -314 -0.8%
AIA
788
Alternative Investment Advisors
Florida
$1.06M -$11.7K -438 -1%
MIP
789
Marietta Investment Partners
Wisconsin
$1.05M +$45.6K +1,709 +5%
CW
790
Curio Wealth
Maryland
$1.04M +$43.7K +1,637 +4%
CWA
791
Cura Wealth Advisors
Illinois
$1.04M
KPWS
792
Kestra Private Wealth Services
Texas
$1.04M +$166K +6,224 +19%
XF
793
XML Financial
Maryland
$1.04M +$102K +3,824 +11%
PEA
794
Park Edge Advisors
Ohio
$1.04M -$9.88K -370 -0.9%
FTC
795
Farmers Trust Company
Ohio
$1.04M
CWA
796
Carolina Wealth Advisors
South Carolina
$1.03M -$99.2K -3,714 -9%
RFP
797
Root Financial Partners
California
$1.03M +$270K +10,093 +36%
IAA
798
Independent Advisor Alliance
North Carolina
$1.02M +$70.7K +2,648 +7%
AWA
799
Argos Wealth Advisors
California
$1.02M +$1.01M +37,796 New
SG
800
StoneX Group
New York
$1.01M -$76.4K -2,859 -7%