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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
AWA
776
Arkadios Wealth Advisors
Georgia
$1.07M
DB
777
Dravo Bay
Delaware
$1.06M
IPWA
778
International Private Wealth Advisors
California
$1.06M
BWA
779
Beam Wealth Advisors
Louisiana
$1.06M
AIA
780
Alternative Investment Advisors
Florida
$1.06M
MIP
781
Marietta Investment Partners
Wisconsin
$1.05M
CW
782
Curio Wealth
Maryland
$1.04M
CWA
783
Cura Wealth Advisors
Illinois
$1.04M
KPWS
784
Kestra Private Wealth Services
Texas
$1.04M
XF
785
XML Financial
Maryland
$1.04M
PEA
786
Park Edge Advisors
Ohio
$1.04M
FTC
787
Farmers Trust Company
Ohio
$1.04M
CWA
788
Carolina Wealth Advisors
South Carolina
$1.03M
RFP
789
Root Financial Partners
California
$1.03M
IAA
790
Independent Advisor Alliance
North Carolina
$1.02M
AWA
791
Argos Wealth Advisors
California
$1.02M
SG
792
StoneX Group
New York
$1.01M
EK
793
Evensky & Katz
Florida
$1.01M
BIAS
794
Beacon Investment Advisory Services
New Jersey
$1.01M
SA
795
Stewardship Advisors
Pennsylvania
$1.01M
CCMG
796
Clark Capital Management Group
Pennsylvania
$1M
KWS
797
Keystone Wealth Services
California
$1M
SA
798
Sovran Advisors
California
$1M
PMFA
799
Plante Moran Financial Advisors
Michigan
$993K
DWP
800
Daymark Wealth Partners
Ohio
$991K